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1. An Integrative Framework to Assess Trade-Offs and Implications of Choosing Measurements

Author:
Laura García Montoya
Publication Date:
08-2024
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
Deciding how to measure critical social science concepts like inequality and democracy is one of the most consequential decisions researchers and policymakers make. Yet we lack concrete guidelines to recognize and weigh the tradeoffs that make going from concept to measurement such a challenging task. This paper builds on existing work on measurement validity and develops a framework that allows scholars to identify the trade-offs between three desirable properties of measurement: completeness, interpretability, and normative alignment. The first challenge results from the inherent trade-off between completeness and interpretability. The second challenge results from the lack of empirical tools to assess the normative implications of choosing one indicator over another one. To exemplify how to navigate these challenges, the paper engages with debates on how to measure democracy and inequality. The paper aims to guide scholars in the consequential task of choosing one indicator that matches their research goals as well as their normative orientations.
Topic:
Poverty, Democracy, and Inequality
Political Geography:
Global Focus

2. Social Policy Expansion and Retrenchment After Latin America’s Commodity Boom

Author:
Sara Niedzwiecki and Jennifer Pribble
Publication Date:
05-2022
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
The literature on social policy expansion and retrenchment in Latin America is vast, but scholars differ in how they explain the outcomes, arriving at different conclusions about the role of democracy, left parties, favorable economic conditions, and social movements in shaping reform. What can welfare state developments since the end of the commodity boom teach us about the theoretical power of these arguments? This paper engages this question, seeking to explain recent incidents of social policy reform in 10 presidential administrations in Argentina, Brazil, Chile, and Uruguay. Using a combination of crisp-set qualitative comparative analysis (csQCA) and case studies, we identify multiple paths toward social policy expansion and retrenchment that involve the absence and presence of electoral competition, economic resources, party ideology and linkage mechanism, social movement pressure, international pressure, and legacies. The results show that while both parties of the left and right expanded social programs, only the right engaged in retrenchment, yet partisanship alone is insufficient for explaining reform outcomes, as the variable must appear in combination with other factors depending on the party’s linkage mechanism. The results provide new insight into the politics of social policy reform in Latin America, showing the relevance of complex forms of causality.
Topic:
Health, Poverty, Social Movement, Democracy, Inequality, Public Policy, and Political Parties
Political Geography:
Brazil, Argentina, South America, Uruguay, Latin America, and Chile

3. Democracy and Urban Political Culture in Spanish South America, 1810-1860

Author:
Paula Alonso and Marcela Ternavasio
Publication Date:
07-2022
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
“Democracy,” a word seldom used in public debate at the start of the nineteenth century and negatively associated with tumult, disorder, and direct rule, in a few decades became linked to representative government and increasingly employed with positive connotations. This paper argues that these conceptual changes should be explored in their political and social contexts, since the term “democracy” was invoked to (de)legitimate certain political practices and social sectors. Therefore, in exploring this non-linear process in Spanish America, these pages focus on the interactions between the emerging language of democracy and its varied meanings and uses in urban politics. These interactions were part of the factional disputes on how to implement the principle of popular sovereignty. Starting with an overview of selected emerging political practices during the Independence period, the paper then focuses on Lima and Buenos Aires, two regions with contrasting colonial pasts, responses to Spanish crises, and post-independence paths, showing how the concept of democracy could be put to varied uses according to different contexts and political objectives.
Topic:
Civil Society, Governance, Culture, Democracy, Citizenship, and Institutions
Political Geography:
Argentina, South America, Latin America, and Peru

4. Estimating the Effect of Christian Messages on Civic Engagement: Evidence from a Community-Collaborative Study in Zambia

Author:
Elizabeth Sperber, Gwyneth McClendon, and O'Brien Kaaba
Publication Date:
04-2021
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
A significant literature suggests that religious conviction can drive political participation, perhaps because religious people internalize a moral obligation to act toward the common good and/or because religious conviction gives people a sense that their actions will make a difference. This paper presents findings from a community-collaborative pilot study in Zambia that examines these ideas. Zambia is an overwhelmingly Christian state experiencing dramatic democratic backsliding. Zambian churches are among the major providers of civic engagement education and programming. Together with our community partners, we randomly assigned Zambian youth (aged 18-35) volunteers into one-time civic engagement workshops. Identical basic civic educational material was presented in each workshop. Yet, we ended this curriculum with two different sets of pre-recorded Christian motivational messages: In 50% of the workshops, these messages emphasized a religious obligation to sacrifice for the common good. In the other 50%, the messages emphasized the power of faith to make change in the world. We found that the latter message (emphasizing the power of faith) moved workshop participants to be more willing to participate in peaceful protest, to disavow political violence, and to critically evaluate other people who choose not to participate in electoral politics. By contrast, the message focused on sacrifice for the common good did not affect political participation relative to baseline. We discuss how the study advances research on religion and political participation as well as knowledge about Christian civic education programs, which are prevalent but understudied throughout.
Topic:
Civil Society, Politics, Religion, Democracy, and Youth
Political Geography:
Africa and Zambia

5. Violence in Post-Revolutionary Mexico

Author:
Gema Kloppe-Santamaría
Publication Date:
05-2021
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
Despite the formal end of civil war and armed conflict, Mexico continued to experience significant levels of violence during the 1930s and 1940s. This period has traditionally been associated with the process of pacification, institutionalization, and centralization of power that enabled the consolidation of rule in post-revolutionary Mexico; a process epitomized by the marked national decline in levels of homicide that began during the 1940s and continued throughout the second half of the twentieth-century. However, the dynamics of coercion and resistance that characterized state-society relations during this period, particularly at the regional and local levels, reveal that violence pervaded all aspects of society and that it was perpetrated by a multiplicity of actors, including vigilantes, pistoleros, private militias, lynch mobs, military, police, and others, including violent entrepreneurs. Violence was used both as a means to contest the legitimacy of the post-revolutionary state project and as an instrument of control and coercion on behalf of political elites and local power brokers. Conversely, violence superseded the realm of traditional politics and constituted a central force shaping Mexican society. Violence against women in both the public and private sphere, violence driven by economic interests, and violence incurred in citizens’ attempts to control crime and social transgressions, reveal that citizens—and not only state actors—contributed to the reproduction of violence. Although violence in post-revolutionary Mexico was neither centralized nor exercised in a top-down manner, impunity and collusion between criminal and political elements were central to the production and perpetuation of violence, both within the Mexican state and within civil society. When examined in light of these two decades of the post-revolutionary period, the character and levels of violence in contemporary Mexico appear less as an aberration and more as the latest expression of a longer historical trajectory, uneven and nonlinear, of decentralized, multifaceted, and multi-actor forms of violence.
Topic:
Security, Religion, Culture, Peacekeeping, Democracy, Conflict, and Violence
Political Geography:
Latin America, North America, and Mexico

6. Toxic Conflict: Understanding Venezuela's Economic Collapse

Author:
Juan Carlos Fernández-Rodríguez
Publication Date:
11-2021
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
This paper discusses the causes of Venezuela’s recent economic collapse, the largest in modern Latin American economic history and one of the largest in modern world history outside of wartime. I argue that Venezuela’s economic implosion is a combination of two crises. The first one reflects the standard unraveling of a populist macroeconomic cycle fed by overspending during a resource boom, while the second one reflects the severing of the country’s trade and financial links with the global economy. This severing is the consequence of the decision by political actors to adopt “scorched earth” strategies with large negative aggregate economic spillovers in their fight for power. I argue that the inability of Venezuela’s high-stakes, winner-take-all political system to deal with the large negative 2014–16 trade shock precipitated the change in political strategies and the descent into economically destructive political conflict.
Topic:
Development, Political Economy, Democracy, Economic Growth, Conflict, Institutions, and Peacebuilding
Political Geography:
South America and Latin America

7. Paraguay's Compliance With The Inter-American Human Rights System

Author:
Aníbal Pérez-Liñán, Madeline Soiney, and Andrés Hernández
Publication Date:
12-2021
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
Why do new democracies comply with international human rights obligations? We analyze Paraguay’s compliance with all reparation measures requested by the Inter-American Human Rights System over the past two decades. In contrast to most studies, which focus on reparation measures ordered by a single organ in the system, our study covers all orders resulting from friendly settlements, reports published by the Inter-American Commission on Human Rights, and rulings by the Inter-American Court of Human Rights. We provide a novel classification of human rights cases, and evaluate three competing explanations for compliance: legal factors, international pressures, and domestic political will. Our analysis of 1,426 reparation-years underscores the importance of changes in political will over time.
Topic:
Human Rights, Democracy, Rule of Law, and Institutions
Political Geography:
Latin America, Paraguay, and Global Focus

8. Beyond a Single Model: Explaining Differences in Inequality within Latin America

Author:
Diego Sánchez-Ancochea
Publication Date:
05-2020
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
This paper studies the determinants of income inequality in Latin America over the long run, comparing them with explanations of why the whole region is unequal. I first show how land inequality can account for differences between Latin America and other parts of the world but how it does not explain within-region differences. Using qualitative comparative analysis, I then consider how political institution and actors interact with the economic structure (i.e., type of export specialization) and with the ethnic composition of the population. The paper has several findings. A low indigenous/afrodescendant population is a necessary condition for relatively low inequality. I identify two sufficient-condition paths, both of which include the role of democracy, political equality, and a small indigenous and afrodescendant population. The first path also includes a favorable export specialization, while the second one includes the presence of leftist presidents instead. The paper calls for more explicit comparisons between our analytical models for the whole region and our explanations of between-country differences. Hopefully, the paper can also trigger more research on how the interactions between ethnicity, politics, and the export structure shape inequality in Latin America.
Topic:
Civil Society, Development, Political Economy, Poverty, Race, Social Movement, Democracy, Inequality, and Ethnicity
Political Geography:
Latin America

9. Effects of US Foreign Assistance on Democracy Building, 1990–2014: An Update

Author:
Steven E. Finkel, Aníbal Pérez-Liñán, Michael Neureiter, and Chris A. Belasco
Publication Date:
06-2020
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
This paper updates our earlier work on the impact of US foreign assistance on democratic outcomes in recipient countries using newly available USAID Foreign Aid Explorer data covering the 2001–2014 period, as well as new outcome measures derived from Varieties of Democracy (V-Dem) data. Building on the theoretical and empirical framework established in our previous study and in subsequent work in the field, we estimate: a) the effect of overall USAID Democracy, Human Rights, and Governance (DRG) expenditures on general indices of democracy, b) changes in the effects of DRG expenditures after 2001, and c) the conditions that moderate the impact of DRG funding at the country level in the contemporary era. We find that the effect of DRG expenditures decreased dramatically in the 2002–2014 period, relative to the modest effect shown in the previous study for the period immediately following the end of the Cold War. However, DRG aid remains effective in the current era under favorable conditions. Further analysis demonstrates important conditional effects related to patterns of DRG investment, such that aid has greater impact when levels of security assistance are low (indicating competing priorities) and when prior DRG investment is low (indicating diminishing returns). In addition, DRG is more effective at intermediate levels of democratization and less so in contexts of democratic backsliding.
Topic:
Security, Development, Globalization, Governance, Democracy, and Public Policy
Political Geography:
North America, Global Focus, and United States of America

10. The Emergence of Democracy in Colombia

Author:
Raúl L. Madrid
Publication Date:
12-2020
Content Type:
Working Paper
Institution:
Kellogg Institute for International Studies
Abstract:
Although Colombia had many important democratic achievements in the 19th century, this paper argues that democracy first took root there at the outset of the 20th century. Several key developments enabled democratic practices and institutions to take hold. First, the savage Thousand Days War (1899–1902) and the ensuing professionalization of the Colombian military helped bring an end to the cycle of rebellion in Colombia. In their wake, the opposition abandoned the armed struggle and began to focus on the electoral path to power, thereby reducing the government’s inclination to engage in repression. Second, the rise of strong parties also contributed to the emergence of democracy in Colombia. Two powerful parties, the Liberal Party and the Conservative Party, arose in Colombia during the 19th century. From 1886 until 1930, the Liberal Party was in the opposition, and Liberals pushed for reforms to guarantee minority representation and reduce electoral fraud and intimidation. Third and finally, a split within the ruling Conservative Party made the enactment of these reforms feasible. The Liberals did not have sufficient strength or influence to pass the key democratic reforms, but in the early 1900s, some Conservative dissidents broke with their party and allied with Liberals to form the Republican Union party. The Republican Union pushed through the key constitutional reforms in 1910, and it, along with the Liberal Party, helped ensure their implementation in the years that followed.
Topic:
Politics, Democracy, Conflict, Peace, and Political Parties
Political Geography:
Colombia, South America, and Latin America