Thursday, November 30, 2006

Sweden, Pro-Natalism, Baby Booms and Demographic Transitions, Continued

by Edward Hugh

This is a continuation of my last post, since looking again at what I said, and examining the Swedish experience a bit more closely, I think I may have overdone things a little. This point was made clear to me by a comment from Stefan Geens who drew attention to the rather complicated picture which the Swedish case offers us. The core of the problem is to be found in this statement from Mark Ammerman:

"Despite all the effort Sweden has never since then risen over or even near replacement fertility."

Now as Stefan points out, this statement, as it stands is too strong, and undoubtedly an oversimplification. In support of his assertion Stefan points us to an earlier post on his blog which examined the recent evolution of Sweden's population, and he draws attention to the fact that the number of live births in Sweden has been rising steadily since 1999. In fact detailed information on live births and deaths in Sweden can be found on this page.

Now as I point out to Stefan in comments, one of the problems in looking at this data is to get an accurate measure of what it actually means in terms of the issue which concerns us here, replacement rate fertility. This is normally considered to be a fertility rate of 2.1tfr, but it is just here that we find the problem since TFRs may not be an accurate enough measure of completed fertility, and in particular during periods of rapid birth postponement when many women displace having children to ever later ages.

The total fertility rate is a measure of periodic fertility and uses the sum of the number of children born by women in a specific age (between 16-49) during a given time period in relation to the total number of women in the age group to make an estimate of the fertility rate. The cohort fertility rate (CFR) is a much more accurate measure since it is based on the average number of children which women give birth to during their entire lifetime fertility cycle. Now CFR is important since it measures whether the completed fertility for women is above the replacement level or not, but it has the important disadvantage that it becomes available only after women in any given cohort have completed their fertile life, and in periods of significant fertility fluctuation may reflect more what WAS happening, rather than what the current situation is.

In Sweden, for example, the latest available data is for the 1955-1959 cohort, but we may be rather interested in how fertilty behaviour may have changed when this group is compared with the behaviour of those born in the years 1965-69. Since data for this cohort only becomes available around 2015 this means that it is hard to take policy decisions based on CFRs, or, at least, it is possible, but important details may be missed, and hence the fairly widespread use of TFRs to try and get a handle on the process of fertility change.

To cut a long story short the reading on CFRs for Sweden to date have been not far short of replacement level, since they have been around the 2.0 mark. See, for example, this paper:

Why does Sweden have such high fertility?


By current European standards, Sweden has had a relatively high fertility in recent decades. During the 1980s and 1990s, the annual Total Fertility Rate (TFR) for Sweden undulated considerably around a level just under 1.8, which is a bit lower than the corresponding level in France and well above the level in West Germany. (In 2004 the Swedish TFR reached 1.76 on an upward trend.) The Swedish completed Cohort Fertility Rate (CFR) was rather constant at 2 for the cohorts that produced children in the same period; for France it stayed around 2.1 while the West-German CFR was lower and declined regularly to around 1.6.

So if the question we want to answer is: does Sweden currently have replacement (or near replacement) fertility, the only honest answer is that we don't really know. Having said that it does appear that Mark's original statement is a bit too strong, even if the current cohorts do not turn in replacement level fertility, they may well be not too far short of it.

So, in completing my mea culpa, I would make the following points:

1/ The important issue which I wanted to stress was that what we are dealing with here is not a simple boom-bust phenomenon, but rather a steady and continuous decline in fertility, which (if we strip out the US and Israel) seems to have taken place across the entire developed world, and which is now also rapidly occuring in the parts of the third world which are developing economically. In this context many countries which understandably seek to place an emphasis on reducing their fertility to replacement levels will almost certainly find it difficult to stop the decline at that point, and will in all probability move to fertility levels which are well below replacement level.

2/ Pro-natalism is important, but even in the society where most effort has been placed on a systematic pro-natal welfare system sustaining fertility at replacement levels has not proved easy (if indeed it has in fact been achieved).

3/ The quantity of resources necessary for the kind of policy Sweden has pursued are significant, and whilst they may be feasible in a comparatively rich society like Sweden, with a high level of awareness of the issues involved, introducing such a policy and devoting the quantity of resources required in less economically affluent societies, and in particular in the context of the situation that below replacement fertility and rapid increases in life expectancy both tend to occur simultaneously, will not be easy. Simple lump-sum cash payments - which of course are not unwelcome - are unlikely to make a substantial impact and in particular not in those societies which have already fallen below the 1.5tfr level.

4/ The Swedish (and Scandinavian in general) case also draws our attention to the critical difference between those societies with "near replacement" fertility (where pyramid sustainability is not resolved, but at least the relatively higher fertility makes the transition easier) and those who have fallen into the lowest-low fertility category. The need to avoid the critical drop below a TFR of 1.5 cannot be over-emphasised. Many societies already find themselves in this uncomfortable position (and the list of these is a lot longer than many imagine, including most of Souther Europe, Eastern Europe, the Asian Tigers, Japan and now possibly China), but it is important to try and prevent others meeting the same fate, which is why there is an urgent need in the developing third world to draw attention to the urgency of putting pro-natalist policies in place as these societies approach replacement level. The lesson of Southern Europe and the Tigers seems to be that if you do not do this you will almost certainly overshoot and find yourself in the lowest-low category. Bottom line: in trying to raise this awareness the Swedish model is, in fact, not without some importance.

7 comments:

  1. Anonymous4:48 PM

    Stefan (and Edward),

    I'm a bit disappointed with your responses (although at the same
    time the misreading is intriguing for what it suggests about how
    the human mind works).

    Both of you are really bright guys and very decent people. I've
    been reading Stefan Geens blog for years including occasional
    forays into his commentary on Google Earth and I do an even job
    of tracking what Edward is up to in his many blogs.

    In my comment to Edward that he responsed to (and thanks for the
    response, Edward) I started off by saying,

    "Sweden seems a good empical test of what laws favoring mothers
    can do."

    That was the subject.

    What kind of impact does a whole slew of different laws giving
    assistance to mothers have on fertility. Sweden is an unique
    example. For seventy years, they've been doing this, and in
    a big way.

    Lots of countries are now starting to do this, although not to
    the same expense as Sweden. So the obvious and natural question
    is what kind of fertility boost should we expect to see from
    all this? Sweden gives an answer. Or it should be able to.

    Obviously we do not want to include immigrant births in trying
    to figure out the fertility boost. Or it should be obvious.
    It's easy to import fertility (or at least it will be for a
    while.)

    A few years ago I had neighbor, an immigrant from El Salvador,
    and in the space of nine years, she had four children. There
    is nothing unusual about her situation. Most immigrants are
    relatively young and at the right age to have children. Plus
    they are coming from cultures that don't have Social Security
    and value children highly.

    I'd be amazed if it weren't the same situation in Sweden.

    So to evaluate the long-term effect of all these state incentives
    for women to have children on the birth rate we need to tease
    apart the births from immigrants from those from native ethnic
    swedes. Otherwise what we're measuring is to a considerable
    extent the fertility of immigrants which would be high regardless
    of the incentives.

    The Swedish government refuses to collect this data.

    The ethnic swede fertility might be estimated by estimating
    the immigrant birthrate and subtracting from the government's
    statistics or another approach might be to look at the political
    subdivisions of Sweden that are still almost entirely ethnic
    swede and looking at their fertility.

    We all know it's going to be below replacement and in fact looking
    at Stefan's graphs and thinking about the immigrant birthrate I see
    in my community, you know, it's not implausible that Sweden's
    ethnic fertility rate might be down around Italy's.

    Which would be amazing and very discouraging. If all these
    efforts to promote births through state assistance don't work,
    what are we going to do?

    ReplyDelete
  2. "I doubt this very much"

    Yes Pal, I'm afraid I have to go with you here. It all depends on fertility in the country of origin of the migrants. For Sweden (we do have numbers knocking around somewhere but I can't put my hands on them right now) a large part of the migration is from Eastern Europe and in particular from the ex-Yugoslavia where fertility is all near the lowest-low level already.

    "And the same canards is refuted here, for the case of France"

    Again ditto. Since France has received a lot of migrants from the Maghreb, and since fertility there is all rapidly closing on the reproduction level, the same picture operates.

    Spain is getting a lift in fertility precisely because many migrants come from Latin America where fertility is still comparatively high (especially Ecuador, Peru, Bolivia).

    "I have not seen any such figures for the USA, would they be any different"

    Oh very much so, maybe you should look at this post here. US fertility is different *in part* since they have had a large number of migrants over recent years (around 11 million illegals) who have come from countries of comparatively high fertility. So - givenm that the US doesn't have the kind of pro-natality programme in place which we are talking about in Sweden, they are vulnerable on fertility should the Latinos ever seriously get into birth postponement.

    I worry about this, but I think you will find that relatively few people inside the US share my concern, although it should be said that Mark (more or less) does.

    ReplyDelete
  3. Here is the data I had on the composition of the Swedish migrant population:

    As of 2004, 13.3% of the population was foreign-born.

    Rest of Scandinavia 277,100
    Western Europe 106,400
    Eastern Europe 326,100
    Former Soviet Union 37,800
    Middle East 223,700
    Rest of Asia 91,700
    Sub-Saharan Africa 51,000
    North America 26,500
    South America 55,500
    Oceania 3,500
    Total Foreign-Born 1,199,300
    Data as of December 2004

    As Pal suggests the size of the migrant population from high fertility regions is not large enough to make an important statistical difference.

    ReplyDelete
  4. Anonymous4:32 PM

    Pal Sletten,

    Thanks for your reference to:

    http://www.ssb.no/vis/english/magazine/art-2002-09-06-02-en.html

    Reading it I'm amazed to discover that according to the "Statistics
    Norway" magazine immigrants have had no perceptible impact on
    norwegian fertility. This would seem different from the U.S.
    experience.

    In my local neighborhood for instance the elementary school has
    doubled in size in the last ten years while the percentage of kids
    with latin american parents has risen from maybe 15% to over 70%.

    Of that's just an anecdote, here's some collected data:

    http://www.demography.state.mn.us/PopNotes/Fertility/FertilityPopnotes.pdf

    Note that in Minnesota, foreign-born mothers account for 14% of the
    births in the year 2000.

    And according to this report (in Minnesota, in the year 2000):

    white TFR is 1.96
    latino TFR is 2.94

    but that comparison is strange because the latino births are part of the
    white TFR (with the exception of a small percentage of latinos who
    are counted as african-american).

    To make sense of the numbers above and the demographic impact of
    immigrants we need to know the percent of women aged 15 to 44 that
    are foreign-born, and also the percent that are latino and white.
    Unfortunately this Minnesota state report doesn't give that information.

    But searching quickly, I find:

    http://quickfacts.census.gov/qfd/states/27000.html

    and see that in 2000 for minnesota:

    foreign-born persons were 5.3% of the population
    non-latino whites were 86.4% of the population
    latinos were 3.5% of the poplulation

    (Ignoring african-american latinos and assuming perhaps unreasonably that
    that foreign-born women ages 15 to 44 are also 5.3% of then women of that age
    overall.)

    This is a pretty good comparison with Norway. The overall
    percentage of immigrants is roughly similar and although the TFRs
    are different the relative differences are similar:

    1.8/2.4 native versus immigrant TFR for Norway
    ~1.9/~2.7 native versus immigrant TFR for Minnesota (quick estimates based on above)

    If I can figure out how to do the math, I imagine the immigrant
    TFR is going to barely budge the overall TFR. Just like Norway.

    Strange result really. From the perspective of TFRs, immigrants
    apparently don't have much impact, but to a parent in Minnesota
    3 out of 20 kids are immigrant while only 1 in 20 of the population
    overall is immigrant.

    Hmmm...

    One other thing that I wonder about is this extrapolation of TRFs.
    According to the Minnesota report, the TFRs are calculated on the
    assumption is made that women who have not yet passed the age of
    childbirth will continue to have children in exactly the same
    percentages as the different age groups are now.

    I'm not sure but it's possible this means immigrant birth-rates
    have been projected in to the future on the assumption that they
    will mirror native-born mother birthrates. If so that could be
    a dubious assumption.

    ReplyDelete
  5. "One other thing that I wonder about is this extrapolation of TRFs.
    According to the Minnesota report, the TFRs are calculated on the
    assumption is made that women who have not yet passed the age of
    childbirth will continue to have children in exactly the same
    percentages as the different age groups are now."

    Yes, quite. Tfrs are an estimate. I hope the post which follows this one makes this situation a bit clearer.

    ReplyDelete
  6. Anonymous7:09 PM

    I decided today to make one of those calculations I skipped yesterday.

    The point of all this to separate out the impact of immigration on
    total fertility rates in Minnesota. It gets kind of complicated.

    From the two sources I mentioned yesterday

    http://www.demography.state.mn.us/PopNotes/Fertility/FertilityPopnotes.pdf
    http://quickfacts.census.gov/qfd/states/27000.html

    Here are the basic numbers for Minnesota

    total fertility rates by group
    ------------------------------
    1.97 for all the groups together
    1.945 white
    2.725 black
    2.33 american indian
    2.29 asian/pacific islander
    2.94 latino

    The Minnesota state fertility report actually gives two TFR
    numbers for each group, a high and low estimate, with very little
    explanation of how they were calculated. To simplify I took
    the average of these.

    Now latinos need to be considered separately because they
    are not a disjoint set like the others and instead are
    included in the white and black groups. So to makes since of
    this mathematically we have to figure in the data on that split.

    latino percentages of minnesota
    -------------------------------
    3.5 latino
    3.2 white latino
    0.3 black latino
    86.7 non-latino white
    3.8 non-latino black

    and then the racial composition, percentages
    --------------------------------------------
    89.9 white
    4.1 black
    1.2 american indian
    3.4 asian
    0.1 native hawaiian
    1.4 ambiguous


    So instead of percentages imagine we have one hundred young women
    in strict proportion to their percentages. Multiply each group
    by its TFR, and,

    89.9(1.945) + 4.1(2.725) + 1.2 (2.33) + 3.5 (2.29) = 1.968

    now a quick check of multiplying the non-ambiguous groups by the
    overall TFR

    98.6 (1.97) = 194.2

    which should be the same number but isn't quite. The discrepancy
    is probably due to round-off error plus more importantly that
    earlier step where high and low TFR projections were averaged.

    Now

    86.7 (x) + 3.2 (2.94) = 89.9 (1.945)

    Where x is the unknown TFR of non-latino whites, 86.7 the percentage
    of non-latino whites, etcetera. Solving for x:

    x = 1.91

    Check. And that's not that much different from 1.97. So a small
    immigrant group with high TFRs has only a modest impact on overall
    TFR even though that small group is rapidly become a major percentage
    of the future population because of the disparity in TFRs.

    ReplyDelete
  7. Anonymous8:14 PM

    Making these calculations it becomes clearer and clearer that
    small differences in the TFR have enormous impact on demography.
    The difference between 1.8 TFR and 2.1 TFR is in many contexts
    just overwhelming.

    For example what would it take, assuming we have a population
    with 1.8 TFR, to raise it's fertility to replacement (in other
    words 2.1 TFR) by immigration?

    Suppose 5% of the population is immigrant, what would their
    fertility need to be?

    100 (2.1) = 210

    95(1.8) + 5(x) = 210

    solving for x

    x = 7.8 TFR

    Wow! An average 7.8 children per immigrant woman!
    Just to go from 1.8 to 2.1.

    Now try a more realistic calculation. Restrict ourselves
    a high real world TFR, say from central america:

    2.95 TFR

    What percentage of a population would need to be
    immigrant with this level of fertility to raise the total
    population up to replacement rate?

    26 percent.

    ReplyDelete