Immigration through the lens of nationals and immigrants: self-interest, solidarity, autochthony and moral determinants
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Immigration through the lens of nationals and immigrants: self-interest, solidarity, autochthony and moral determinants Alice Ramos 5.
114 ambiguous inclusions: inside out, outside in a europe under pressure Contemporary European societies are becoming more and more diverse, and there is nothing to suggest that this tendency will be reversed. This diversity stems largely from the migratory dynamics characterising the world today. According to the International Migration Report (United Nations 2017, the number of international migrants worldwide has continued to grow rapidly over the past fifteen years, reaching 244 million in 2015. During recent decades, these fluxes of people have been particularly intense in Europe, which has witnessed new contexts and causes, one of which being conflict. According to the International Organization for Migration, 1,003,124 people were reported to have arrived in the European Union via the Mediterranean in 2015 alone; on the way, 3,771 lost their lives or were given as disappeared. From Greece, a mass of men, women and children started a journey crossing Serbia, Slovenia, Hungary and Austria, to arrive into Germany, the preferred destination. This movement became the visible side of the drama experienced by millions of people living under infrahuman conditions caused by conflict and socio-economic inequalities in countries like Syria, Iraq and Afghanistan. Alongside this movement, the human capital flight caused by the economic crisis that affected some European countries, together with the pre-crisis arrival of many economic migrants and their departure during the crisis, introduced considerable changes in the social landscape, influencing peoples’ lives, in a way or another, with greater or lesser intensity. Before the refugee movements, some European countries were already experiencing a new wave of migratory flows that have sustained economic growth and simultaneously contributed to changes in the patterns of customs, life styles, values and religions. This new European scenery has triggered ambivalent positions in the attitude domain. On the one hand, inclusiveness, motivated by egalitarian values, has become more salient, nurturing awareness of the need for equality and fairness whether in the domain of public policies (e. g. equal salaries for equal jobs; equal civil rights for everyone) or in that of interpersonal relationships (e. g. criminalisation of domestic violence and sexual harassment). The normative discourse of anti-racism and tolerance, the fight for human rights, and the demand for solidarity and collective action in defence of the neediest has become increasingly important, reaching all sectors of society and public policies.
immigration through the lens of nationals and immigrants 115 On the other hand, these disorganised masses of people crossing Europe have generated different kinds of fear and resistance. In 2012, the Greek authorities constructed a 12.5 km fence along its border with Turkey. In the summer of 2015, Hungary built a fence on its borders with Serbia and Croatia to stop migrants entering Europe from Greece. The traditional hosting countries, like Germany or France, intensified border checks to control migrant and refugee flows. These official initiatives, together with the intensification of massive deadly terrorist attacks since 2015 (e. g. Paris-Bataclan; Brussels-Airport; Nice-Bastille Day; Manchester Arena; Barcelona-Ramblas) and other episodes like the allegedly mass sexual assaults in Cologne perpetrated by Arab men during the 2015/2016 New Year’s Eve celebrations, contributed to the creation of a social triad linking immigration, terrorism and Islamism in peoples’ minds, boosting Islamophobia and feelings of threat associated with immigrants and refugees. Appealing to conservative values, that promote the virtues of the past and the purity of national culture, in sum, the maintenance of the status quo, the extreme right wing discourse claims the need of implementing tight restrictive measures in order to protect national borders and culture from the damaging influence of immigrants. Besides the institutional scenarios created by policy makers around the issues raised by the presence of immigrants and refugees, there is the other side of the coin – everyday life. Settlers are often distinct from the populations of receiving countries: they have a different skin colour, they speak different languages and profess different religions. Because of this, they are categorised as a specific “ethnic” or “racial” group, different from the majority. Independently of the laws regulating their integration in the hosting countries, inequalities and injustices are still part of their daily social life; and the idea that immigrants bring more trouble than benefits is shared by a significant number of the native population. The attitudes and beliefs of the hosting populations have been deeply studied from different perspectives based on data collected in representative samples: the predictors and consequences of openness/opposition to immigration (Heath et al. 2018; Ramos, Pereira and Vala 2018); the preferences in terms of integration modalities and immigrant characteristics (Bourhis et al. 1997; Guimond, Sablonnière and Nugier 2014; Heath et al. 2013; Pehrson and Green 2010); the frequency and quality of contact with immigrants (Pettigrew et al. 2011; Hewstone et al. 2014); the feelings of threat associated with their presence (Ramos, Pereira and Vala 2016; Green 2009; Schneider 2008).
116 ambiguous inclusions: inside out, outside in However, as far as we know, no survey based studies have made migrants the main subject of analysis and aimed at exploring their feelings, opinions and attitudes regarding the hosting countries and their migration public policies. For that reason, this study constitutes a completely new approach using survey data, namely the European Social Survey Round 7, collected in 2014/15. We will start by discussing the role that values play in the formation of attitudes in general and attitudes towards immigration particularly. We will then present the theoretical model under analysis, which is looking at the “e” side of immigrants and explore their attitudes towards new immigrants. Taking into account the diversity of immigrants’ profiles living in European countries, three groups are considered – nationals, immigrants from European countries, and immigrants from non-European countries. Based on the literature on the determinants of opposition to immigration, four hypotheses are contrasted: (1) former immigrants are more open to newcomers than the other two groups (the solidarity hypothesis); (2) people living under more fragile socio-economic conditions are more opposed to immigration (the self-interest hypothesis); (3) long standing immigrants develop a sense of primo-occupancy that makes them reject newcomers (the autochthony hypothesis); (4) values, as moral guiding principles, contribute over and above the other three dimensions to explain opposition/openness to immigration (the morality hypothesis). the role of values Values are important elements of people’s lives and, for that reason, they have been at the origin of multiple reflexions, in a wide set of disciplines and from diverse perspectives. Values are meaningful objects of study for different areas of social research: whether studying the organisation of a local community, the relations between groups or the functioning of social structures, values can be considered as an important element in their understanding. The conceptualisation of values as orientations that guide, justify or clarify attitudes, norms and opinions, and consequently human action, has achieved a considerable consensus among social scientists. This perspective has oriented multiple studies on the relationship between values, attitudes and individual behaviour, and is at the origin of some value taxonomies. In this chapter, we will analyse the influence of values in opposition towards immigration using the Human Values Model of Shalom Schwartz (1992).
immigration through the lens of nationals and immigrants 117 From a theoretical point of view, Schwartz’s model (Schwartz and Bilsky 1987 and 1990; Schwartz 1992; Schwartz et al. 2012) is framed by Rokeach’s work (1973) and can also be linked to that of Inglehart (1997) and the principle of belief congruence developed by Rokeach and colleagues (1960). The conception of the model began with Schwartz and Bilsky studies (1987 and 1990) and was based on the assumption that values represent, as conscious aims, three universal needs of human existence to which all individuals and societies have to respond: the needs of individuals as biological organisms; the requisites of coordinated social interaction; and the survival and welfare needs of groups. These three needs can be expressed in 10 types of motivational values shared by individuals, regardless of their cultural context. They are power, achievement, hedonism, stimulation, self-direction, universalism, benevolence, tradition, conformity and security. The actions involved in achieving each one of these values have psychological and social consequences, which might be compatible or incompatible with the continuing of other types of values. For example, actions indicating obedience (conformity) will tend to conflict with those expressing autonomy (achievement), but will be compatible with actions concerning social order (security). One of the innovative aspects of Schwartz’s model consists of representing values as elements of a matrix of conflicting or compatible relations. The greater the distance between two values, the greater the degree of incompatibility between their underlying motivations (Figure 5.1). The analysis of the incompatibilities between values led the author to set them in a bi-dimensional structure made up of four types of high-order values forming two basic and bipolar conceptual dimensions: one placing selftranscendence values against those of self-enhancement; and a second, placing openness to change values against those of conservation. The first dimension reflects the conflict between acceptance of others as equals and the concern with their well-being versus the pursuit of individual success and dominion over others. The second dimension reflects the conflict between the desire for intellectual autonomy, freedom of action and orientation towards change versus obedience, the preservation of traditional practices and the protection of stability. More recently, a refinement of the Schwartz model has partitioned the same continuum into 19 more narrowly defined values, with discernible effects
118 ambiguous inclusions: inside out, outside in (Schwartz et al. 2012). However, for comparative reasons, the European Social Survey still uses the instrument measuring the 10 values model, the one we will be using in our analyses. Previous studies have already shown that those endorsing the values of humanitarianism and egalitarianism share a greater concern about the most disadvantaged groups of society. They are more sensitive to the difficulties that people belonging to those groups experience, more receptive to diversity (Leong and Ward 2006) and less prejudiced towards minorities (Biernat et al. 1996). This acceptance and concern about the “Other” is specifically mirrored in the Schwartz value of universalism. In contrast, those who hold conservative values are more likely to reject all that may jeopardise stability and control over life and over the social environment (Rockeach 1960). Coherently, these individuals are motivated by the maintenance and preservation of the status quo and by the superiority of Theoretical model of relations among motivational types of values, higher order value types and bipolar value dimensions (Schwartz, 1992) Figure 5.1 conservation openess to change self-transcendence self-enhancement Universalism Achievement Benevolence Power Security Tradition Conformity Self-direction Stimulation Hedonism
immigration through the lens of nationals and immigrants 119 their own culture, which in turn may support the relative elevation of whites, heterosexuals, males and so on, compared to other groups (Lambert and Chasteen 1997). This conservative view of society is reflected in the Schwartz conservation values. In the context of immigration studies, Schwartz’s model has been broadly tested (Davidov and Meuleman 2012; Ramos, Pereira and Vala 2016). Nonetheless, they only address the opinions of nationals (or of the total samples without distinction). The main conclusions of these studies show a general tendency for the values of self-transcendence (and specifically universalism) to generate more open attitudes towards immigrants and immigration policies, with the values of conservation acting in the opposite way, promoting higher levels of opposition to the reception of immigrants and more restrictive policies regarding immigrants’ civil rights. In this regard, we cannot expect a specific association between conservation values and opposition to immigration in the case of immigrants and, for that reason, we do not put forward any correspondent hypothesis. Other studies have also shown that values are more relevant to explain attitudes towards immigration than other dimensions that are often presented as the main triggers, such as nationals’ social and economic vulnerability (Ramos and Vala 2009). Based on these empirical findings, we propose the following hypotheses1: h4 The higher the endorsement of universalism, the lower the opposition towards immigrants expressed by nationals and immigrants; h5 The higher the expression of conservation values, the higher the opposition towards immigration expressed by nationals. Most immigrants leaving their country in search of a better life are predisposed to remain in the new country for a long period (or permanently) and motivated to improve their economic situation. From this combination of characteristics, we may assume that immigrants arrive in a new country with a set of expectations that they wish to fulfil. According to Boneva and Frieze (2001), those who emigrate tend to have a stronger achievement motivation than individuals that prefer to remain in their own country. However, we 1 For theoretical reasons, the variables measuring the impact of values on opposition towards immigration will be introduced in the model after the variables measuring the solidarity and autochthony hypotheses and, for that reason, they are numbered H4, H5 and H6.
120 ambiguous inclusions: inside out, outside in have no empirical or theoretical arguments to preview an association between motivation for achievement and opposition to immigration in the case of immigrants. Finally, we expect values to have an explanatory power over and above situational variables (age, education, political orientation and religiosity), self-interest indicators (subjective income, employment status and length of sojourn) (h6-morality hypothesis). the immigrants’ perspective As mentioned above, the main objective of this chapter is to lift a corner of the veil and understand how immigrants see the entrance of other immigrants, as well as the extent to which their attitudes differ from those of nationals. Immigrants are not a homogeneous group – deriving from countries with different immigration policies and different societal contexts, they are motivated by different ambitions. Distinctive motivations can underlie their expectations: a job, a better income, career improvement, joining the family, or running from conflict and inequalities. These are undoubtedly important criteria to take into account in a sociological approach and in future studies. However, the nature of this first study is exploratory and, for that reason, comparisons between countries or between different categories of immigrants will not be addressed. Immigrants will be analysed from the point of view of what they all have in common: individuals living in a country where they were not born nor brought up and that, with the exceptions stemming from the brain drain phenomenon, often come from lower socio-economic classes, tending to occupy a low rank in the status hierarchy of the hosting society. In theory, immigrants may share multiple identities: they are immigrants from the point of view of nationals, emigrants from their own point of view, and they can also take the place of nationals when it comes to evaluating the benefits/disadvantages of receiving new immigrants. In this chapter, we will look at immigrants through the lens of their “e” side; i. e. as emigrants, and compare their attitudes towards immigration with those of nationals. Independently of the public immigration policies, basically integrative, and regardless of the degree of identification with the majority, emigrants transform their current spaces of residence by “placing” their identities; i. e. by inserting their belonging into neighbourhoods and creating local ties (Ehrkamp 2010). By doing this,
immigration through the lens of nationals and immigrants 121 immigrants engage with the hosting society on their own terms and may eventually become members of the host or receiving society with respect to new settlers. The boundaries between majority and minority groups become blurred and, according to Hutnik’s model (1986), immigrants may promote acculturative strategies (high identification with the ingroup and the outgroup). Moreover, belonging is not only defined by group boundaries; it can also be expressed through “claims of primo-occupancy of a territory” (Martinovic and Verkuyten 2013). The concept of autochthony is well known in anthropology, but its application to prejudice explanatory models is new. Arriving somewhere first can generate self-evident notions of ownership that may in turn be used to exclude newcomers from access to rights and power (Geschiere 2009). A similar effect was confirmed by Martinovic and Verkuyten (2013), who identified autochthony as a unique and relevant predictor of prejudice, mainly among those who fear that their entitlements are being challenged by newcomers. These reflections lead us to propose the emergence of a double identification with different impacts on the attitudes immigrants develop towards newcomers: as emigrants, and due to their own experience, the identification with newcomers may result in more open and inclusive attitudes; as members of the community that have gained their own “place’, they may share some of the nationals’ concerns and manifest less open attitudes. For instance, immigrant opposition to newcomers may be driven by self-interest motivations due to a perceived unfavourable economic position or by feelings of primo-occupancy entitlements. The data we will analyse was collected using questionnaires designed to measure the attitudes of the majority towards immigration and, therefore, we do not have attitudinal indicators specifically designed for immigrants. We know that they were not born in the country of residence and how long they have lived there. Based on the assumption that those who have been in the country for longer periods may see newcomers as a challenge, we will use sojourn as an indicator of autochthony. Three hypotheses are drawn from these considerations: h1 – Im migrants are more open to immigration than nationals (solidarity hypothesis); h2 – Those living under more fragile social and economic circumstances are less open to immigration (self-interest hypothesis); h3 – The longer the immigrants’ presence in the hosting country, the less open they are to immigration (autochthony hypothesis). These three hypotheses will be contrasted with the morality hypothesis, previously presented.
128 ambiguous inclusions: inside out, outside in Predictors of opposition to immigration in European countries (Standardised coefficients) nationals (n = 33522) immigrants European countries (n = 2259) Non-European countries (n = 1258) Gender .010 .013 -.024 Age .092*** .098** .126** Education -.123*** -.052 -.035 Religiosity -.073*** -.031 -.019 Left-right .100*** .122*** .035 Adj. R2.091 .081 .055 Subjective income -.157*** -.159*** -.034 Unemployment -.010 -.030 .005 R2 change .035*** .035*** .003 Adj R2.125 .118 .055 Sejourn .052 .111** R2 change .001 .003* Adj R2.118 .058 Universalism -.245*** -.157*** -.156*** Achievement .022*** -.023 .093** Security .143*** .120*** .045 Conservation .049*** .134*** .073 Tradition .039*** -.001 .057 R2 change .092*** .061*** .043*** Adj R2.217 .177 .097 ** p < .01; *** p < .001. Left-Right (0 left to 10 right); Gender (Woman=1); Education (0 to 30 years of schooling); Unemployment (Unemployed=1); Subjective Income (1 lower to 4 higher); Age (15 to 90). Table 5.2
immigration through the lens of nationals and immigrants 129 the solidarity hypothesis (former immigrants are more open to newcomers for empathic reasons); the self-interest hypothesis (people in more fragile socioeconomic situations oppose immigration more); the autochthony hypothesis (long standing immigrants develop a sense of primo-occupancy that makes them reject newcomers); and the morality hypothesis (as life guiding principles, values contribute over and above the other three hypotheses to explain opposition/openness to immigration). The first important conclusion that can be drawn from this study is that immigrants are not a homogeneous group and the socio-cultural specificities that divide them need distinctive models to interpret their attitudes towards immigration. The differences found between immigrants from European and from non-European countries is an example. The impact of sojourn, for instance, is an irrelevant aspect for the former, but one of the main predictors of opposition to immigration from the latter. Another important aspect is related to how fundamental common variables are in understanding such attitudes. For instance education has been seen as a key factor to explain attitudes and fight prejudice. However, education only appears as a significant predictor of openness for the group of nationals (and immigrants are not less educated that nationals; on the contrary). Is education, by itself, really important? Or is it the learning of normativity and correctness (social, political, moral…) that education brings that is different among the origins of the three groups? In other words, is this an effect of education, or one of social desirability? We have no data to disentangle these relationships, but this is certainly one important issue to clarify in the future. Blaming immigrants for taking jobs from nationals is also a frequently heard claim. However, our findings show that being unemployed is not related to more restrictive preferences in any of the groups. This is particularly relevant considering that the unemployment rate of immigrants from non-European countries is twice as high as that of the other two groups. Finally, the study confirms the role played by values in forming attitudes towards immigration. Several studies on the impact of values have reported a positive effect of universalism and a negative effect of conservation values (security, tradition and conformism) on opposition towards immigration. Universalism is the value that strongly motivates people to accept immigrants and to develop preferences for more inclusive immigration policies, and this finding was reproduced for the three groups considered in our study. Conservation values, in contrast, aim both at individual and
130 ambiguous inclusions: inside out, outside in social protection, as well as maintaining the status quo: goals that may be threatened by the presence of culturally diversified groups, having norms and customs that conflict with those of the native population. Our findings draw attention to the importance that these values play in the forming of nationals’ and European-immigrants’ attitudes to newcomers, but not for non-European immigrants. One can argue that nationals and immigrants from European countries share a cultural heritage: at an upper level they both have origins and live in Europe. Non-European immigrants may have no reason to feel the need of protecting the culture of the European country where they are living and so, although they praise tradition and conformity as much as everyone else, these values are not mobilised in forming opinions about the entrance of newcomers. As stated at the opening of this chapter, our intention is to start filling a void in the literature on attitudes towards immigration, and look at immigrants as subjects instead of objects. Many questions have been raised, a few answered, but the floor is open for what we believe is a fertile line of research. ____________________________________ alice ramos Instituto de Ciências Sociais, Universidade de Lisboa Av. Prof. Aníbal Bettencourt 9 — 1600-036 Lisboa, Portugal [email protected] orcid.org/0000-0001-9512-0571 ____________________________________
immigration through the lens of nationals and immigrants 131 Indicators of basic values and underlying motivations (Schwartz 1992) types of motivational values objectives and specific values that they represent indicators (a man…/a woman…) Universalism Understanding, recognition, tolerance and protection of the well-being of others and of nature. 1 − …who thinks it’s important for everyone to be treated equally. Believing that everyone should have the same opportunities in life. 2 − …for whom it’s important to listen to people who are different from oneself. Even when disagreeing with someone, there’s still the desire to understand that person. Benevolence Preservation and valuing of the well-being of people whom you often meet. 1 − …for whom it’s important to help those around us. He/She enjoys looking after their well-being. 2 − …for whom it’s important to be loyal to friends. He/She is very committed to those they are close to. Security Security, harmony and stability in society, relationships and within oneself. 1 − …who gives importance to living in a place where people feel safe. Anything that can put his/her security at risk is avoided. 2 − …for whom it’s important that the Government guarantees his/her security, against all threats. A strong State is needed, so it can defend its citizens. Tradition Respect, involvement and acceptance of the customs and ideas that traditional culture and religion have provided. 1 − …for whom it’s important to be humble and modest. He/She tries not to attract attention. 2 − …who gives importance to tradition. Everything is done in accordance with religion and family. Conformity Restriction of actions, inclinations and impulses likely to harm others and violate expectations or social norms. 1 − …who thinks that people should do as they’re told. People should always follow the rules even when no one is watching. 2 − …for whom it’s important always to behave properly. Doing things others would say were wrong must be avoided. Power Social status and prestige, control and dominion over other people and resources. 1 − …for whom it’s important to be rich. He/She wants to have a lot of money and expensive things. 2 − …for whom it’s important to have other people’s respect. He/She wants people to do what he/she says. Achievement Personal success through the demonstration of competence, according to social patterns. 1 − …who gives a lot of importance to being able to show his/her abilities. He/She wants people to admire what he/she does. 2 − …for whom it’s important to be successful. He/She likes other people’s recognition. Stimulation Excitation, novelty and challenge in life. 1 − …who likes surprises and is always looking to do new things. He/She thinks it’s important to do lots of different things in life. 2 − who’s looking for adventure and likes taking risks. He/She wants to have a life full of emotions. Hedonism Pleasure and sensorial gratification for oneself. 1 − …for whom it’s important to have a good time. He/She likes to look after him/herself. 2 − …who’s looking to take every opportunity to have fun. It’s important to do things that give him/her pleasure. Self-direction Independent thinking and action, choice, creativity and exploration. 1 − …who gives importance to having new ideas and being creative. He/She likes doing things in his/her own way. 2 − …for whom it’s important to make his/her own decisions about what to do. He/She likes to be free and independent of others. Appendix 5.1
132 ambiguous inclusions: inside out, outside in conservation openness to change self-transcendence self-enhancement Universalism Achievement Benevolence Power Security Tradition Conformity Self-direction Stimulation Hedonism Appendix 5.2 conservation openness to change self-transcendence self-enhancement Universalism Achievement Benevolence Power Security Tradition Conformity Self-direction Stimulation Hedonism Structure and salience of Schwartz’s values – nationals, immigrants from European countries and immigrants from non-European countries Appendix 5.2.1 — Values structure – Nationals (Multidimensional Scaling – Proxcal; Tucker coefficient of congruence = .980) Appendix 5.2.2 — Values structure – Immigrants from European countries (Multidimensional Scaling – Proxcal; Tucker coefficient of congruence = .981)
immigration through the lens of nationals and immigrants 133 Appendix 5.2.3 — Values structure – Immigrants from non-European countries (Multidimensional Scaling – Proxcal; Tucker coefficient of congruence = .978) Appendix 5.2.4 — Importance attributed to the ten basic values by group (centred means) Natives -1,2 -1 -0,8 -0,6 -0,4 -0,2 0 0,2 0,4 0,6 0,8 Benevolence Universalism Security Self-direction Tradition Conformity Hedonism Achievement Stimulation Power Immigrants from non-European countries Immigrants from European countries conservation openness to change self-transcendence self-enhancement Universalism Achievement Benevolence Power Security Tradition Conformity Self-direction Stimulation Hedonism
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