Research Article |
Corresponding author: Irina E. Kalabikhina ( ikalabikhina@yandex.ru ) © 2020 Irina E. Kalabikhina.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Kalabikhina IE (2020) Demographic and social issues of the pandemic. Population and Economics 4(2): 103-122. https://doi.org/10.3897/popecon.4.e53891
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The article begins with a small paragraph on why it is necessary to carefully assess operational data on morbidity and mortality from coronavirus. Further, the author discusses the complex of possible geo-spatial, demographic, socio-economic, socio-cultural and political factors of unequal impact of morbidity and overmortality from COVID-19 on various social groups and territories; hypothesize about the demographic and gender consequences of the pandemic and its accompanying economic recession in the short-term and long-term period. The author comes to the conclusion that the pandemic will have minor demographic consequences or won’t have any. And despite a number of negative effects, the pandemic offers a window of opportunity for the development of gender equality.
coronavirus, COVID-19, operational data, gender equality, consequences, demography
These days, humanity is experiencing one of the great shocks over the past 100 years: the coronavirus pandemic. We will hope that the pandemic of the early 21st century will take incomparably fewer lives than the pandemic of the early 20th century or the world wars of the 20th century. But the very fact of the pandemic, which first struck mainly developed countries, is an impetus to rethink principal theoretical and practical concerns.
Firstly, the price and value of human life has increased significantly over the past half century. And it’s not just assessments in comparable currency with regards to discounting. The absolute fact is that the value of human life has become so high that the governments of developed countries, with the approval of the population, make decisions to pay a high economic price for the possibility of saving as many lives as possible. I stress: not elites, but the entire population. That is why we condemn the scenario where the health care system is unable to even attempt helping the dying person; doctors must choose whom to help survive, and society takes no action by saving funds and waiting for the end of the fast-flowing pandemic. In future, we will probably revise the economic losses (without social distancing people get infected, do not work, do not consume, do not invest, therefore, the costs increase (
Secondly, our confidence in defeating infections has failed. For a long period, it hinged on Omran’s victorious theory of epidemiological transition (
The story is not yet complete and there is a dramatic shortage of data. But we are already asking ourselves questions about the factors of increased morbidity and mortality from coronavirus, the consequences of a pandemic accompanied by an economic crisis that arose partly from the fact that we have made the choice to save as many lives as possible.
The article begins with a small paragraph on why it is necessary to carefully evaluate operational data on morbidity and mortality from coronavirus. I then argue on a set of possible morbidity and mortality factors and the perceived demographic and gender consequences of the pandemic and recession.
At first glance, it seems that operational information on morbidity and mortality from COVID-19 comes quickly and for all countries. We can see daily updates on information on the numbers of diseased and deaths on international and Russian data portals (
From all of the above mentioned, it follows that the most accurate estimate of the coronavirus overmortality can be given when analyzing weekly or monthly data from all causes of death for various sex-age groups compared to the level of such mortality in previous years. This analysis (without the gender section) is represented, for example, by the EuroMOMO project for 24 European territories (countries, regions, cities) reporting data from 2016 (
Analysis of the factors of increased mortality (and morbidity) will be carried out later when the pandemic ends; by that time, we will have information on the disparities of different social groups and territories before the pandemic (see, for example (Thebault 2020) on a threefold increase in the morbidity rate and a six-fold increase in the death rate from COVID-19 of the non white population compared to the white population of the United States). Here we shall only briefly give our assumptions on possible factors of increased (reduced) morbidity and mortality from coronavirus based on observations of pandemic development in Russia and in some European countries.
Today you can often hear reflections that the pandemic will dramatically change our lives and have an impact on all facets of our lives, and demographic consequences will come soon. It seems to me that we are exaggerating the changes to come. I propose to discuss what we will really face and what appears to be a myth or an exaggeration.
There is a number of demographic myths and exaggerations such as: “The pandemic will reduce the population of the country”, “The pandemic will change the structure of the population of the country (it will slow down population ageing, create a shortage of suitors in the marriage market)”, “The pandemic will increase the attractiveness of the countryside lifestyle and enhance the process of de-urbanization”, “The pandemic will raise fertility”, “The pandemic will increase divorces”.
Every death is an irreparable tragedy. The value of human life in the 21st century is high. During this pandemic, this is particularly evident in developed countries, whose governments, at the cost of losing political points in the future, have introduced different kinds of isolation that are impossible without economic losses. The choice for saving as much lives as possible during pandemics and mitigating the peak of the epidemic through time was made with a clear understanding that it would have to be paid for by falling real incomes of the population, destruction of entire sectors of the economy, hardships of small and medium-sized businesses. But the scale of human losses in the context of the country’s population (and even regions) is relatively small. And I really hope that this remains true by the end of 2020.
Despite the higher risk of mortality in men and the elderly (Yang Y et al. 2020) this sad fact will hardly seriously affect the nation-wide sex and age structure.
The pandemic will end quickly enough in terms of centuries of changes associated with urbanization and population concentration, and will not become a major factor of de-urbanization and de-concentration of the population. The attractiveness of urban lifestyle is not just about entertainment opportunities, cultural leisure activities and reduced housekeeping time. The first wave of urbanization was caused by industrialization and a dramatic decline in the share of agriculture in the economy. In the era of the service economy, contact types of services have long prevailed, which only increased the concentration of population in agglomerations and regional centers. Large networks and aggregators focus on the size of the locality before deciding to place themselves in it. Non-contact (remote) services are just beginning to enter the consumer markets. The lack of adequate jobs for all family members willing to work or the excess time for transportation will dampen the enthusiasm of relocating to the suburbs. Access to high-quality and urgent health care, as well as good education are also privileges of cities.
It seems, the fertility will not rise after the pandemic. We do not have the experience in studying such an effect. Rising fertility after a century-old pandemic and postwar baby booms happened in an era before the demographic transition. The current AIDS pandemic has a very low impact on fertility, both in general and among HIV-negative women (
Rather, we will see a decline in number of births and not so much because of deaths and abortions during the pandemic, but because of falling incomes due to the economic recession. Such correlations are more stable (Matysiak et al. 2018). If economic losses in incomes of the population and business are sensitive, then this could affect the delay of births until the situation recovers. It is necessary to see a longer horizon of demographic changes and the entire range of birth factors. In Russia, we are witnessing the declining fertility trend since 2015. In 2014, there was a local maximum for the post-Soviet period (over 1.9 million births), while in 2019 there was about 1.5 million births. According to the medium forecast of Rosstat made in December 2019, by 2025 the number of births will fall to 1.2 million. In this context, a short-term pandemic can hardly boost fertility and break up the existing trend. A pandemic can generate the effect of delayed births. Not on its own, but as a result of the recession that accompanies the pandemic. That is much talked about today, calling the combination of a pandemic and economic recession an “ultimate storm”.
The same applies to the impact of the pandemic on divorces and marriages. In the short term, we see decrease in numbers of marriages and divorces (individuals delay these events as registration offices are out of work). For example, in Moscow the number of marriages and divorces decreased by 26% in March 2020 compared to March 2019 (
In the long term, matrimonial behaviour is affected by other factors. Almost all countries have recorded an increase in domestic violence during the pandemic. It is psychologically difficult to go through a long period of self-isolation in families. However, marital conflicts and divorces may reversely influence the design of the spouse’s residence (
Another effect on fertility and nuptiality in the long term can result from accelerated digitalization of society, which in turn positively affects the fertility of women with higher education (
The impact of the pandemic on mortality and morbidity is not at all a myth or a demographic exaggeration. The pandemic will increase the overall mortality, it will especially clearly be seen at the municipality level, particularly in older ages (
In the short term, there will be divergent effects on death of different causes in framework of the growth of overall mortality. On the one hand, there will be growing number of deaths from cardiovascular diseases, oncology and other causes, where the prevention of deaths closely depends on timely and/or continuous care for patients. This will be caused by the fact of all the forces of health care systems being summoned to tackle the pandemic. Given that health care systems have been constructed in accordance with a completely different type of structure of causes of death (hurricane-type infectious diseases had a very modest weight in this structure), this summon is all-out. Maternal and infant mortality may increase in developing countries (as observed during the Ebola outbreak). Alcohol-related mortality may be rising. In Russia in the last decade of March there was an increase in the sale of alcohol products, people bought alcohol together with food products in preparation for self-isolation (by 10-30% in different regions). But in the first decade of April there was a 40% drop in alcohol sales (Izvestia 2020). Meanwhile, according to operational data, number of deaths from alcoholic intoxication in Moscow decreased by 25% during January-March 2020 compared to the same period in 2019; number of deaths from poisoning by and exposure to alcoholic liquids with undetermined intent – by 50% (
On the other hand, there will be a decrease in deaths due to road accidents (due to a sharp decrease in the use of personal and public transport), murders (self-isolation and reduced contacts), non-alcohol intoxication (increased emphasis on hygiene). In Russia, in March 2020, according to traffic police, the number of serious accidents and deaths from them fell by 8% compared to March 2019 (the self-isolation regime was introduced after March 16, 2020) (
Over the long term, the effects of the pandemic on mortality will depend on whether a vaccine for this type of virus is created. If this happens, mortality will fall below pre-pandemic level. This compensatory effect is often observed (
The pandemic will also increase the morbidity rate, especially from chronic diseases, in the future.
In the coming years, the pandemic will slow down the increasing intensity of mobility of all kinds, from resettlement flows from developing countries and countries with military conflicts to developed countries to tourist flows (and all type of “circulations” according to W. Zelinsky (
The pandemic will have a different effect on the young and elderly, men and women, people who had different levels of health and well-being before the pandemic. It can affect social contacts, hierarchy of values, socio-cultural relations. Our special interest in the frames of this article is the impact of the pandemic on the perspectives of gender equality.
In Russia (as in many countries) there is a complex of gender problems that have been remarkably stable for decades. Some of these problems reflect the worse position of women, namely vertical and horizontal occupational segregation, a greater participation in unpaid labour on housekeeping and care, salary gap, domestic violence, low participation in politics, lagging in business ownership and management. Some of these problems reflect the worse positions of men, namely the gap in life expectancy at birth, work in worse conditions, lag in higher education. Women live longer, but their health is worse (
All these underlying circumstances affect the differences in the position of women and men during the pandemic and economic recession. International organizations predict different impact of the pandemic and recession on women and men (UN Secretary-General 2020) based on evidence of gender inequality: globally, 60% of women work in the informal economy, earn less wages and save less money (UN Women 2020).
What has the pandemic added to gender inequality? As it seems at first glance, we have taken a few steps back in distribution of the care economy between partners. Following the quarantine closure of schools and preschool institutions and the increased need for care for older relatives (
In addition, the risk of domestic violence in apartments and houses has increased under the conditions of isolation, as evidenced by both new data and earlier studies showing an increase in domestic violence against women and children during periods of economic instability and rising poverty (
At the same time, women are at the forefront of the fight against coronavirus because of their high prevalence in the health care and social support sector (on average worldwide, women account for 70% of health care working places, over 80% in social services and care for those in need (World Bank 2020)). On the one hand, women in these areas will not lose their jobs in the acute phase of the crisis. On the other hand, the growth of family and professional burden can threaten their health and deterioration of human capital.
International organizations call for special attention to be paid by Governments, employers and the population to support women and their needs at this time, especially women in the health care sector and women with family responsibilities (
Not only women but also economically vulnerable social groups may suffer more from the pandemic and the economic crisis, these are the poor, vulnerable ethnic groups, people without medical insurance. In countries with sensitive levels of inequality, such groups enter the crisis with less health and with higher risks of loss of income and employment (
Vulnerability in a crisis is usually linked to the borderline state before: people and families are not recognized as poor, but they are not far from this state. Such people do not receive social transfers because they are not so poor, but their income has not allowed to create a safety cushion. Women are more likely to fall into such borderline groups – their chance to face rapid deterioration of their situation without having received any crisis payments, is great. For example, in Russia, women have a more modest safety cushion in the form of savings and investment insurance products, which is a consequence of their lag in income. Small incomes do not encourage them to use financial instruments and diversification of investments, which puts them in a less advantageous position. But there is also an optimistic peculiarity: women more often buy life insurance policies (60% of the market), although the average insurance coverage of men is twice as high – 344,500 against 117,600 rubles respectively (
Vulnerability during a crisis also refers to employment if the crisis has structural features. Combined with horizontal segregation, the type of crisis can influence the growth of gender inequality. For example, the 2008-2009 financial crisis affected male employment more seriously than female employment in the United States (
In Russia, two thirds of the employees work in the service sector; among men they make up less than half, among women – over 80%. According to the Rosstat 2019 data, I estimated the share of employed women and men in (potentially) remote services and health care. About 44% of women and about 19% of men work in such promising remote industries. To be fair, it should be noted that over 13% of women (and less than 1% of men) are engaged in contact services, which will not be in demand now. As a result, according to horizontal segregation in services, Russian women’ employment is likely to be affected less by the current crisis. Employment patterns in the industrial and construction sectors (more men) depend on government programmes. The agricultural sector (equal presence of women and men) will be less affected by the crisis, especially under the import substitution and food security programmes.
Prior to the crisis in Russia, women were more actively involved in remote work, and this trend was intensifying. According to assessments of the respondents themselves (estimates made by us on the basis of the RLMS-HSE data), in 2014 4.6% of men and 10.3% of women worked remotely, in 2018 – 4.7 and 15.1% respectively. It wasn’t just personal choice or employer permission. We estimate that the very structure of jobs was in favour of women. Men predominantly worked in areas and positions less suited for remote work.
Although in terms of prospects for digitalization of jobs (opportunities for remote employment, automation, cloud applications, etc.) the structure of professions in Russia was not beneficial for women. The share of intellectual and working professions that have become obsolete in terms of digitalization was 53-56% among “female” professions and 22-27% among “male” professions (Kalabikhina 2019). It is important not to confuse the perspectives of working place digitalization in the broad sense with one of the components of digitalization – the remote working place format. I would refrain from overestimating the speed of digitalization and feminization of such working places.
According to data on gender distribution of employed persons in the United States labour market, men benefit from opportunities of remote employment now while taking into consideration the accelerated growth in remote employment after the pandemic women will benefit more (
Feminized industries are often characterized by low wages, so making investment in the technological development of these sectors is unprofitable.
In case of broader understanding of vulnerability in the labour market (including self-employed individuals, precarious employees, workers in the most affected industries), the following social groups can be regarded as most vulnerable in terms of loss of work and income in the current crisis in Russia: young people; people living in regional centers; those who do not receive social benefits; less educated; families with children. Working women, on average, do not have higher risks than men (
The impact of economic crises on gender inequality is ambiguous. On the one hand, we witnessed an increase in gender equality during the crises of the 20th century, when women were used as a reserve of the labour force and were “invited” to occupy working places in the labour market. As an example, we can recall the feminine emancipation of the early 20th century in the Soviet Union. Lack of men due to losses in wars and revolutions when the demand for labour for industrialization increased, was the main driver of such emancipation. The Second World War placed women to factories and plants in Europe in the post-war years (
We are to add that the institute of grandmothers, traditional for Russia, also terminated because of pandemic since the elderly were ordered to stay at home and avoid contact with their grandchildren.
It is difficult to draw the final conclusion about the gender effects of the pandemic on the labour market, as there are many divergent trends. For example, business losses in Russia (inevitable in this crisis) will affect men to a greater extent, as business still has a male face. The shadow sector will worsen the situation of women. It employs 13 million out of 72.3 million economically active population (RIA Novosti 2020), it consists mainly of the service sector, therefore, it has a high proportion of women. These people are out of the state support.
Women use digital cards for online banking payments less often (more often they simply withdraw cash from salary accounts), especially older women, those who work in the informal sector, live in remote settlements, have low incomes (Banks today 2020). So, women have less access to remote life support tools in the current crisis.
We discussed gender differences in the labour market, entrepreneurship, the care giving economy, savings, access to digital payments in the context of the current crisis. In all cases (except in the labour market, where the outcome is not yet clear) women are in a relatively worse position.
However, the pandemic turned to be gender asymmetrical also in terms of risk of loss of health, morbidity and mortality. We mentioned above that the demographic losses from the pandemic are not equal by sex, and the mortality is higher for men. The Lancet Gender and COVID-19 working group and The Global Health Project (
According to the disaggregated data available to April 23, 2020, the share of men in confirmed COVID-19 cases is unstable and their proportion in deaths in the confirmed cases is higher in most represented countries (Fig.
COVID-related male deaths’ number is 1.8 times higher on average than female ones (weighted average by number of deaths), and the spread of the gender gap in number of death is small (Fig.
With the increase in the number of deaths among confirmed cases, the ratio of male to female deaths in confirmed cases increases slightly (Fig.
Discussion on the reasons for this trend suggests a range of biological (
Another gender effect of coronavirus is the higher proportion of women among infected health care workers. Apparently, vertical hierarchy in medicine affects the increased risk of infection among women (Fig.
The possible failures of women in access to resources for reproductive health support and reproductive plans under the pandemic are also to be mentioned: childbirth in maternity hospital, abortions, consultations, medicines and contraceptives devices. They turn problematic when almost all medical resources are summoned to combat the pandemic. The objective situation with lack of medical resources may be complemented by political constraints (
I would prefer to conclude the discussion on gender inequality in the face of the coronavirus optimistically. I think, this difficult situation, opens up new opportunities for increasing gender equality and intergenerational solidarity.
Firstly, the paid and unpaid care-giving economy rests primarily on women’s shoulders. This feminized service sector has a chance to demonstrate wage growth after the pandemic (especially if a mechanism for lobbying the interests of workers in this sector is found).
Secondly, there is a chance to put an end to the stereotype that exclusively women must and can take care of children and the elderly. Isolation regime has allowed many men to try on the role of a caring father. Women in education and health care (possibly in other areas) have not stopped their work. With the closure of schools and kindergartens, male participation became inevitable. We are now surprised at the high level of participation of Swedish men in childcare. But very recently this country started with a modest proportion of men taking parental leave. Involvement and getting used to a new role change the attitude to caring for children. Partners will become better aware of each other – this is another bonus of the pandemic.
Thirdly, for many people homelife and work combined on the same area turned into blurred time and space boundaries between these two types of activity. This will force men and women to rethink new opportunities for positioning family and professional activities in space and time. A request for remote employment, for a flexible design of social roles in each household will be shaped after the pandemic. Employers will also tend to economize on the workspace. Though the return to “normal” work after the pandemic is inevitable, fatigue from emergency forced remote work 24/7 will make itself felt. Remote employment is associated with barriers to the development of the worker as it often means an additional burden in performing professional functions, difficulty in building relationships in the team, in the division of home space between the members of the household, in the independent organization of timing, etc. Yes, it is a promising resource for the family-work balancing, but by no means the best form of employment. Now there is a lack of remote jobs or combined-type jobs, so I am still in favour of expanding remote capabilities, especially in the context of combined forms of employment.
Fourthly, intergenerational relations can improve with each step towards sharing the care giving among partners. Grandmothers will stop taking care for grandchildren as a burden, communication with grandchildren and children will be based not on duty, but on joy and mutual desire.
Fifthly, generations will better understand each other. During isolation young generations tried themselves in cooking more at home and older generations have got an experience in ordering meals and goods delivery to their home and in using various gadgets for communication.
So, the possible gender equality implications of the pandemic are:
The pandemic will come to an end. For a long time, we will be analyzing its results, the geo-spatial, demographic, socio-economic, socio-cultural and political factors of unequal effects of the pandemic on different population groups. We will test our hypotheses on how the pandemic affects mortality and morbidity in the short and long term; whether it will reduce fertility and intensify migration flows.
It is important to understand that the pandemic will not radically change the trajectory of human development, nor will it stop modernization. It will end pretty quickly. The accompanying economic recession will last longer, but will also end, as the economy is cyclical. The pandemic can only accelerate or slow down existing trends. There may be oscillation of the “public pendulum” immediately after the pandemic (for example, rejection of remote employment, increased consumption of catering, luxury goods, performances, etc.). But even short-term pre-crisis trends will continue their rapid development. In Russia, for example, fertility was declining and poverty was growing before the pandemic and recession. This situation will continue after we leave our homes where we were due to quarantine. General modernization trends can be hardly eroded. Gender equality is growing around the world, slower in some places, faster in others. And it will keep growing, despite periodic renaissance of patriarchy moods. It is an interesting question whether the pandemic and the associated economic recession will accelerate or slowdown the trend to gender equality in the short term. I think that it will accelerate, especially if we consolidate the lessons taught to us by the coronavirus: society has become more appreciative of human life, and this is the right choice between economy and life; society began to value some feminized professions more and this will provide a chance to improve health care systems and women’s status at the same time; men have tried themselves in the care-giving economy and it brought more freedom to domestic sphere; digitalization and technological progress can prove useful against epidemiologic challenges and downturn in the economy.
Irina Evgenyevna Kalabikhina – Doctor in Economics, Professor, Head of the Department of Population, Faculty of Economics, Lomonosov Moscow State University. E-mail: ikalabikhina@yandex.ru