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The JCMS Annual Lecture: National Welfare States and European Integration: In Search of a ‘Virtuous Nesting’

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  • MAURIZIO FERRERA

Abstract

In recent years the EU has been witnessing a growing tension between the logic of ‘closure’, which underpins national welfare systems, and the logic of ‘opening’, which guides the integration process, especially in the economic sphere. Are there ways of mitigating such tension, in order to avoid negative consequences in terms of performance and legitimacy? The article outlines a strategy of institutional reconciliation between the two logics, based on a more explicit and effective ‘nesting’ of the nation‐based welfare state within the overall spatial architecture of the Union. While recognizing the important role played by free movement and competition rules, this nesting strategy entails the strengthening of an EU ‘social space’, capable of safeguarding the closure preconditions for multi‐level social sharing arrangements.

Suggested Citation

  • Maurizio Ferrera, 2009. "The JCMS Annual Lecture: National Welfare States and European Integration: In Search of a ‘Virtuous Nesting’," Journal of Common Market Studies, Wiley Blackwell, vol. 47(2), pages 219-233, March.
    • Handle: RePEc:bla:jcmkts:v:47:y:2009:i:2:p:219-233
    DOI: 10.1111/j.1468-5965.2009.00802.x
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    1. repec:ucp:bkecon:9789053566510 is not listed on IDEAS
    2. Ferrera, Maurizio, 2005. "The Boundaries of Welfare: European Integration and the New Spatial Politics of Social Protection," OUP Catalogue, Oxford University Press, number 9780199284672.
    3. Michael Keating, 1998. "The New Regionalism in Western Europe," Books, Edward Elgar Publishing, number 1193.
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    5. Dorte Sindbjerg Martinsen, 2005. "The Europeanization of Welfare ‐ The Domestic Impact of Intra‐European Social Security," Journal of Common Market Studies, Wiley Blackwell, vol. 43(5), pages 1027-1054, December.
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    Cited by:

    1. Mussche, Ninke & Corluy, Vincent & Marx, Ive, 2016. "The Rise of the Free Movements: How Posting Shapes a Hybrid Single European Labour Market," IZA Discussion Papers 10365, Institute of Labor Economics (IZA).
    2. Antonelli Maria Alessandra & De Bonis Valeria, 2018. "Assessing the performance of social spending in Europe," Central European Journal of Public Policy, Sciendo, vol. 12(1), pages 17-31, June.
    3. Klaudijo Klaser, 2020. "A Theory of Justice of John Rawls as Basis for European Fiscal Union," Review of Economics and Institutions, Università di Perugia, vol. 11(1-2).
    4. Klaudijo Klaser, 2018. "The European Social Welfare Function Shaped on a Difference Principle: A Normative Rawlsian Approach in Favour of Fiscal Union," CESifo Working Paper Series 7186, CESifo.
    5. Bertrand Maître & Brian Nolan & Christopher T. Whelan, 2013. "A Critical Evaluation of the EU 2020 Poverty and Social Exclusion Target: An Analysis of EU-SILC 2009," Working Papers 201309, Geary Institute, University College Dublin.
    6. Jean-Claude Barbier & Fabrice Colomb, 2011. "The unbearable foreignness of EU law in social policy, a sociological approach to law-making," Université Paris1 Panthéon-Sorbonne (Post-Print and Working Papers) halshs-00639906, HAL.
    7. Vivien A. Schmidt, 2009. "Re‐Envisioning the European Union: Identity, Democracy, Economy," Journal of Common Market Studies, Wiley Blackwell, vol. 47(s1), pages 17-42, September.
    8. Tim Goedemé & Wim Van Lancker, 2009. "A Guaranteed Minimum Income for EuropeÂ’’s Elderly. Options and Pitfalls in the Design of a Harmonised Basic Pension Scheme in the European Union," Working Papers 0901, Herman Deleeck Centre for Social Policy, University of Antwerp.
    9. Irina Ciornei & Ettore Recchi, 2017. "At the Source of European Solidarity: Assessing the Effects of Cross-border Practices and Political Attitudes," Journal of Common Market Studies, Wiley Blackwell, vol. 55(3), pages 468-485, May.
    10. Jean-Claude Barbier & Fabrice Colomb, 2014. "The Janus faces of European policy," Transfer: European Review of Labour and Research, , vol. 20(1), pages 23-36, February.
    11. Jean-Claude Barbier & Fabrice Colomb, 2011. "The unbearable foreignness of EU law in social policy, a sociological approach to law-making," Documents de travail du Centre d'Economie de la Sorbonne 11065, Université Panthéon-Sorbonne (Paris 1), Centre d'Economie de la Sorbonne.
    12. Kalypso Nicolaϊdis, 2010. "The JCMS Annual Review Lecture Sustainable Integration: Towards EU 2.0?," Journal of Common Market Studies, Wiley Blackwell, vol. 48(s1), pages 21-54, September.
    13. Jean-Claude, Barbier and Fabrice Colomb, 2012. "EU Law as Janus bifrons, a sociological approach to 'Social Europe'," European Integration online Papers (EIoP), European Community Studies Association Austria (ECSA-A), vol. 16, February.
    14. repec:bla:jcmkts:v:47:y:2009:i::p:17-42 is not listed on IDEAS
    15. Jean-Claude Barbier & Fabrice Colomb, 2015. "The Janus face of EU law: A sociological perspective on European law making and its influence on social policy in the EU," Chapters, in: Jean-Claude Barbier & Ralf Rogowski & Fabrice Colomb (ed.), The Sustainability of the European Social Model, chapter 1, pages 19-43, Edward Elgar Publishing.
    16. Christopher T. Whelan & Bertrand Maître, 2012. "Material Deprivation, Economic Stress and Reference Groups in Europe: An Analysis of EU-SILC2009," Working Papers 201206, Geary Institute, University College Dublin.
    17. Bertrand Maitre & Brian Nolan & Christopher Whelan, 2013. "GINI DP 79: A Critical Evaluation of the EU 2020 Poverty and Social Exclusion Target: An Analysis of EU-SILC 2009," GINI Discussion Papers 79, AIAS, Amsterdam Institute for Advanced Labour Studies.
    18. Jean-Claude Barbier & Fabrice Colomb, 2011. "The unbearable foreignness of EU law in social policy, a sociological approach to law-making," Post-Print halshs-00639906, HAL.

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