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Int J Public Opin Res 2003 Moors 396 412
Int J Public Opin Res 2003 Moors 396 412
Guy Moors
ABSTRACT
Ingleharts postmaterialism thesis always steered controversy. This paper focuses on the
internal consistency of the thesis by arguing that (post)materialism has two faces. It is
demonstrated that unfolding the Inglehart index into two separate indices leads to the
nding of dierential eects of education and cohort. Only the issues of giving people
more say versus maintaining order are autonomously related to cohort. Cohort dier-
ences as far as protecting freedom of speech and ghting rising prices are concerned
are virtually completely levelled of after controlling for education and marital status.
Education proved to be the single most important covariate in explaining these issues.
There are few studies on political culture that disregard Ingleharts thesis on
postmaterialism. Not that his thesis is generally accepted, on the contrary. The
core of his thesis has been repeatedly formulated in the course of his publications
(, , , , , and ) but can probably best be summarized in
essence in the dual-hypotheses model (). The rst hypothesis claims that
individuals priorities reect their socioeconomic environment: one attaches
relatively more importance to relatively scarce objects. This scarcity hypothesis
is supplemented by a socialization hypothesis that stresses the importance of
experiences in the so-called formative years: in reaching adulthood, values tend
to crystallize in personality. Taken together, these hypotheses form the clue to
the process of the Silent Revolution (Inglehart, ). The values climate (at the
aggregate or national level) changes gradually in time due to the process of social
metabolism (i.e. generation replacement): older generations die o and are
replaced by newer (younger) generations who hold dierent value orientations
because of historically dierent socioeconomic conditions in which they are raised.
In order to dene the type of values involved, Inglehart initially ( and )
referred to Maslows individual motivation theory () in which a distinction
is made between lower order needs of a physiological nature and higher social
I would like to express my sincere gratitude to the anonymous referees for their helpful comments. The article
was submitted to IJPOR September , . The nal version was received April , .
THE TWO FACES OF (POST-)MATERIALISM
or self-actualization needs. Values reecting lower order needs are labelled
materialism; social and self-actualization needs correspond with post-materialism.
It is important to stress that Ingleharts materialism may not be interpreted in
a rigid consumerist way, e.g. synonymous to having or property. Materialism
includes the notions of material and physical security. We also need to dierentiate
postmaterialism from anti-materialism. Postmaterialism reects values beyond
materialistic values rather than a refusal of them.
1
Data are publicly available from ZUMA, Cologne, Germany, i.e. the European Communities Studies,
: cumulative le; ref. ICPSR /ZA ). Principal Investigators are R. Inglehart (University of
Michigan) and K. Reif & A. Mellich (European Commission). The data collection description indicates that
multiple probability sampling and stratied quota sampling are used, but does not provide information
regarding response rates.
THE TWO FACES OF (POST-)MATERIALISM
aged or older from nine countries (France, Belgium, the Netherlands,
Denmark, Luxembourg, (West) Germany, Italy, Great Britain, and Ireland) from
the pooled data (weighted N > ,). Intracountry weighting is used
to establish that data are representative at the national level. EC-weighting (as is
more frequently adopted by Inglehart), however, is not used. By consequence,
countries contribute to the pooled data equal to the number of respondents drawn
in the dierent samples. Except for Luxembourg, which always has a relatively small
sample size, the contribution of each country in the overall sample is about equal.
This dataset includes the original four-item question of the short index. The
wording is as follows:
There is a lot of talk these days about what the aims of this country should be for the next
ten years. On this card are listed some of the goals which dierent people would give top
priority. Would you please say which one of these you yourself consider the most important?
1. Maintaining order in the nation.
2. Giving people more say in important political decisions.
3. Fighting rising prices.
4. Protecting freedom of speech.
And which would be the next most important?
Respondents are classied as materialist if they combine options () maintaining
order and () ghting rising prices; and as postmaterialist if they choose ()
giving more say and () protecting freedom of speech. All other combinations
of preference dene the mixed intermediate category of the Inglehart index.
Education is measured as age when leaving school; the lowest level equals aged
or less (including no education); the highest level includes all ages higher or
equal to . A separate category is listed for respondents still attending school. In
this paper we recoded respondents who still attended school at the time of the
survey by imputing their age + year (assuming they would nish their education
within the year).2 Period (time of survey), birth cohorts, and country are the
other key covariates in the analyses. We also tested whether including other
covariates, such as income, occupational status, marital status, etc., explained
the relationship between cohorts and the values indices. It proved that only marital
status further reduced the impact of cohorts on values indices. As de Graaf
() has argued, marital status may be classied as a life-cycle characteristic.
For these reasons, marital status is included as an additional control variable.
Most of the eect of the individual economic indicators (income, occupation)
could be attributed to education, but cohort dierences remained virtually
2
Alternative coding (separate categories, assuming that every respondent aged or older would nish their
education after age ) did not substantially change the ndings reported in this paper. Leaving out these
respondents was not an option, since it implied retaining a highly selective sample (i.e. the lesser educated)
among the younger age groups.
INTERNATIONAL JOURNAL OF PUBLIC OPINION RESEARCH
unchanged when these characteristics were included. Given the fact that including
education, income, and occupation in one analysis may cause problems of multi-
collinearity, we decided not to include income and occupation. In most cases,
education is the causal antecedent, and hence the most obvious choice. To avoid
all misunderstanding, by choosing education, we are not suggesting that this
covariate merely indicates socioeconomic status. We refer to the aforementioned
discussion as plausible alternative interpretations of the concept of education.
3
Also, in his later work (), Inglehart has picked up this discussion favoring, of course, approaches that
conrm his thesis. Purely from a methodological point of view and focusing on the set of questions he has
developed, evidence does seem to conrm his arguments. If one takes the characteristic measurement errors of
each type of questions into account, rating and ranking techniques produce similar results.
THE TWO FACES OF (POST-)MATERIALISM
TABLE Standardized residuals (observedexpected frequencies) for particular
combinations of rst and second preference on Ingleharts four-item index
Panel A: Residuals of six choice patterns
Inglehart index Choice patterns Standardized residuals
Postmaterialism Say + Freedom .
Say + Prices .
Mixed Prices + Freedom .
Order + Say .
Materialism Order + Freedom .
Order + Prices .
Panel B: Frequency table of residuals
First choice
Order Say Prices Freedom
Second choice Order * . . .
Say . * . .
Prices . . * .
Freedom . . . *
Note: Structural zeros imposed on main diagonal.
and second choice. In Table we present the standardized residuals calculated from
the dierences between the observed and expected frequencies after dening the
main diagonal as structural zeros. Expected frequencies are calculated from the
independence model assuming no association between rst and second choice, given
the structural zeros. These standardized residuals can be calculated for any combi-
nation (see frequency table of residuals) but we summed the residuals for particular
combinations ignoring which of the two items was chosen as rst or second priority.
The rst observation conrms Ingleharts arguments; i.e. the largest positive
residuals are in consistency with the materialist/postmaterialist poles of his index.
As such, this analysis reafrms previous ndings regarding the association between
item preferences. The second nding, however, that leaps to the eye is that the
largest negative residuals are consistently found among two of the four patterns of
choices that are classied as mixed types in Ingleharts index. The combinations
ghting rising prices with freedom of speech, and maintaining order with giv-
ing people more say are less frequently observed than could be expected if statisti-
cal independence would have been observed.4 This indicates that within each of
4
Note that Flanagan () also noticed a conceptual dierence between the two materialist issues. However
sound his theoretical arguments are, his analysis is awed because it fails to recognize response set bias. Herz
() used multidimensional scaling and also found that freedom of speech and ghting rising prices were
at the greatest distance from one another. However, the distance from the former issue to the other materialist
issue of maintaining order is also pronounced.
INTERNATIONAL JOURNAL OF PUBLIC OPINION RESEARCH
these pairs the items function as each others opposite. That maintaining order
and giving people more say are dissonant choices does not come as a surprise
given Duch and Taylors () remark that the Inglehart index reects demo-
cratic orientations. As far as ghting rising prices versus freedom of speech is
concerned, we can only speculate. To some extent, of course, this may be merely
an instrumental outcome of the fact that maintaining order and giving people
more say are logically dissonant choices, i.e. the remaining two items become
dissonant by consequence of question wording. On the other hand, the issue of
ghting rising prices implies a certain level of government interference, which
may be associated with the center left. We found supportive evidence for the latter
argument in the fact that voting for Socialist parties was positively associated with
ghting rising prices in France, Belgium, the Netherlands, Italy, Luxembourg,
and Great Britain. The Social Democratic or Christian Democratic party vote in
Belgium, Germany, Italy and Denmark was also related to greater preference for
ghting rising prices. The short index, however, has no complementary center-
right issue, but semantically freedom probably comes closest. Nevertheless,
regardless of any internal logic, this pattern of two sets of dissonant items has been
observed consistently for all countries and every period.5
DECOMP OSING T H E P O S T M A T E R I A L I S M I N D E X
As is commonly known, Inglehart denes his short index as the percentage of post-
materialists minus the percentage of materialists. Many people still think of this index
as an aggregate level measure that needs to be calculated from estimating each of these
percentages separately.6 In fact, the index has been criticized (see Inglehart, )
because it left out the large mixed category that could distort the analysis of cohort
dierences in time. However, they are mistaken, since any score on this Inglehart
index can be calculated as the mean score on the individual level index. This index
assigns the scores of , and to respectively a materialist, mixed, and
postmaterialist combination of rst and second choices on the four-issue question.
A second feature of the Inglehart index, of whichto the best of our know-
ledgemany researchers are unaware, is the possibility to decompose this Inglehart
index into two indices (Moors, , ) contrasting a particular materialist item
with a postmaterialist item (see Table ). Taken together they exactly dene the
Inglehart index. Consistent with the ndings presented in Table , these two
indices contrast respectively freedom of speech with ghting rising prices and
more say with maintaining order. For each of these two indices we assigned
a score of if the materialist item was chosen (rst or second choice) and + if
the postmaterialist item was chosen. Again a mean score on these indices can be
5
Analyses
not reported, but available by request from the author.
6
Even Inglehart () is ignorant of the fact that this is not necessary.
THE TWO FACES OF (POST-)MATERIALISM
TABLE A decomposition of the Inglehart index. Illustrative example of
crosstabulation of the rst by the second choice on Iongleharts four-item index
First choice
Order Say Prices Freedom Total
Second choice Order
. . . .
Say
. . . .
Prices
. . . .
Freedom
. 8.6 . .
Total N
Percent . . . . .
Note: Entries are counts, cell percentages in italics.
Calculations:
() Inglehart index: Percent postmaterialist percent materialists
(. + .) (. + .) = .
() Index percent freedom of speech percent ghting rising prices
(. + .) (. + .) = .
() Index percent give people more say percent maintain order
( + .) (. + .) = .
() Inglehart index as mean of index () and ()
{[(. + .) (. + .)] + [( + .) (. + .)]}/ = .
two separate indices. We do not pretend to present models that are complete in
the sense that they include all possible explanations of postmaterialism. Such
models should include both aggregate and individual level characteristics since
postmaterialism is linked to both personal as well as contextual historical circum-
stances. As mentioned in the introduction, we limit our research to the question
of the relative importance of education compared to the cohort stratication of
values. As will be demonstrated, even such simple models, including only a few
covariates, reveal the particularity of the cohort dierences and the signicance
of education.
But can we expect cohort dierences to dier depending on the two separate
scales? Evidently, Inglehart has not explicitly raised this question, but re-examining
the original thesis could lead to some suggestions. We discern an evolution in
Ingleharts work that could lead to some tentative hypotheses. As mentioned in
the introduction, the original theoretical frame of reference (Inglehart, ,
) was based on Maslows individual motivation theory, in which lower
physiological needs (physical and material security) are contrasted with higher
social and self-actualization needs. On the basis of the scarcity hypothesis, two
historic conditions were attributed equal importance in the rst publications: the
increasing economic prosperity and the absence of direct war experience. Later
on Inglehart attached increasing importance to the economic conditions (cf. van
Deth, ). By , the Maslowian needs theory is merely complementary to
the principle of marginal utility in economic theories. The impact of the
economic conditions is given extensive attention in this re-examining of the theory
of value change (Inglehart, ), whereas the direct war experience is no longer
mentioned and the concept of physical security features in the discussion in a
rather inconspicuous way. Nevertheless, the Inglehart thesis seems to imply that
economic conditions primarily shape the cohort stratication of values, whereas
the absence of war distinguishes pre- from post-war born cohorts (cf. de Graaf,
). The two materialist items of the short index explicitly refer to the afore-
mentioned historical conditions. Economic or material security is reected in the
issue of ghting rising prices, whereas maintaining order is referring to physical
security.
Given these arguments, there is reason to believe that the cohort stratication
with regard to the economic aspect will be more pronounced than the stratication
for the non-economic aspect. The reason is that the economic security aspect is
inuenced by both socio-historical conditions, whereas physical security (measured
by the need for social order) basically relates to the absence of war experience.
Hence a tentative hypothesis could be that the cohort dierences may be larger
in the case of the freedom versus prices index compared to the say versus
order index. To the extend that Inglehart was right in interpreting educational
levels as measuring parental afuence, we may expect that cohort dierences in
freedom versus prices will decrease if education is taken into account. Education
THE TWO FACES OF (POST-)MATERIALISM
itself should be fairly important. Following Duch and Taylors arguments
education should also be an important factor in explaining dierences in say versus
order.
T H E F I R S T F A C E : C O N T R A S T I NG F R E E D O M O F
SPEECH WITH FIGHTING RISING PRICES
Contrary to our expectations the cohort dierences on the index freedom vs. prices
almost completely vanish after controlling for education and marital status
(Figure ).9 Cohort dierences range within a percent margin of dierence.
This nding is reconrmed for each of the two constituting items, i.e. the largest
dierence on either issue is less than percent. Especially in the case of ghting ris-
ing prices, the autonomous eect of cohorts is remarkably low given the observed
dierences. Note that Flanagan () was one of the rst to detect that materialism
in the strict economic sense of the word is not related to age. His analysis, however,
does not include the ranking question Inglehart uses to measure materialism.
Contrary to the small ignorable eect of cohorts, educational and period
eects are pronounced and fairly robust. The longer one attends school, the
more likely one prefers freedom of speech relative to ghting rising prices. We
could speculate on what causes education to be the prime stratier of this values
index, and it is most likely that it is a multitude of distinct factors that is tapped
7
Since all covariates were treated as nominal, we applied multiple classication analysis that is more exible
in handling nominal covariates and is, at the same time, similar to dummy regression, except that it uses
deviation coding rather than dummy coding. Note that, since we treat all variables as nominal (i.e. sets of
dummy variables), the parameter estimates all fall within the admissible range (taken on values between and
and indicating percent).
8
An item was coded if it was chosen as a rst or second option; a value of was assigned when the
item was not chosen. Hence, a mean score on an item can also be interpreted as percent.
9
The impact of country and period proved to be only marginal (analysis not reported).
INTERNATIONAL JOURNAL OF PUBLIC OPINION RESEARCH
FIGURE Cohort, education, and period dierences in freedom of speech and rising
prices
by level of education. What cannot be ignored though, is the fact that education
almost single-handedly explained cohort dierences, leaving little room to
conclude that intergenerational dierences are robust. Moreover, the autono-
mous trend eect is far more pronounced, suggesting that this part of the original
postmaterialism index is highly sensitive to temporal eects.
Inglehart (, Inglehart & Abramson, ) repeatedly referred to ination
as the primary cause of period uctuations, i.e. as the ination rate rises, the
postmaterialism index drops and vice versa. According to Inglehart the rationale
for expecting this relationship is the relatively obvious linkage between high levels
of ination and the goal of ghting rising prices (Inglehart & Abramson, ,
p. ). The trend eect reported in Figure seems to conrm this explanation,
although not perfectly. Trend eects are most pronounced as far as ghting rising
prices is concerned. However, the aforementioned rationale that links this trend
to levels of ination is less consistent than Inglehart has reported in reference to
trends in postmaterialism. In the period before as well as after ination
rates increased, whereas the preference for ghting rising prices was diminishing
(see Figure in the Appendix). In Figure we will demonstrate that the
relationship of period eects of Ingleharts materialismpostmaterialism index
and trends in ination has to do with the fact that in the pre- and post-
era the preference for the other materialist issue of maintaining order increased.
Hence, the relative share of ghting rising prices and maintaining order in
dening the materialist category of the Inglehart index altered in these two periods.
Finally, it is worth mentioning that some country specic patterns10 emerged
regarding how the post-war cohorts diered on the freedom vs. prices index.
10
Figures not reported, results can be made available by the author, on request.
THE TWO FACES OF (POST-)MATERIALISM
In the Netherlands, Denmark, and (to a lesser degree) France, the index sharply
decreased, suggesting that cohorts became less post-materialist as far as this part
of the Inglehart index is concerned. In Germany, Italy, and (to a lesser degree)
Ireland a reversed tendency emerges: post-war cohorts became more postmaterialist.
As such, the ndings from these countries are more consistent with Ingleharts thesis.
11
Figures not reported, results can be made available by the author, on request.
INTERNATIONAL JOURNAL OF PUBLIC OPINION RESEARCH
FIGURE Cohort, education, and period dierences in more say and maintaining
order
FOLDING UP
In Figure we bring together the divergent eects of education and cohort in
a two-dimensional chart, to illustrate how these issue-specic eects sum up to
the original Inglehart index. The X-axis is dened by the index percent freedom
of speechpercent ghting rising prices; the index percent more saypercent
maintaining order denes the Y-axis. The main diagonal of this -dimensional
plot denes the third Z-axis that indicates the coordinates on the Inglehart
index. After all, we have demonstrated that the Inglehart index is equal to the
mean score on the sum of the two composite indices. In Figure , for instance, the
(x;y) coordinates of the cohort born between and equals (.;.).
The corresponding value on the Inglehart index equals . [=(. .)/].
Figure is, of course, a summary of the analyses presented in the previous
sections. Connecting cohorts produces nearly vertical lines, indicating that
cohort is virtually exclusively related to the index more saymaintaining order
THE TWO FACES OF (POST-)MATERIALISM
FIGURE Two-dimensional plot of the eects of cohort and education on the Inglehart
index
(Y-axis) and only slightly related to the index freedom of speechghting rising
prices (X-axis). Connecting educational levels reveals lines with an angle of
approximately degrees. This indicates that education is related to the two
composite indices, but more strongly in the case of the X-axis (freedom of
speechghting rising prices). The dierence between the highest and lowest
level of education is nearly twice as much on this index than on the index more
saymaintaining order.
INTERNATIONAL JOURNAL OF PUBLIC OPINION RESEARCH
CONCLUSION
The fact that two particular combinations of rst and second choice on the short
postmaterialism questionnaire are less favored is not a coincidence. In fact this
nding is as signicant as demonstrating that respondents tend to choose either
a materialist or a postmaterialist preference. This paper has demonstrated that
(post-)materialism has two faces and that the Inglehart index can easily be
decomposed into two separate composite scales, i.e. one index contrasting the
issues more say with maintaining order and a second index contrasting freedom
of speech with ghting rising prices. The pattern of association between rst
and second choice on the short postmaterialism questionnaire has validated this
decomposition. Furthermore, we found that cohort and education are dierently
related to these two composite indices. Only as far as the more saymaintaining
order index is concerned did cohorts exhibit an autonomous eect. Cohort
dierences on the other index freedom of speechghting rising prices nearly
vanished after controlling for a small set of relevant covariates. Education, on the
contrary, proved to be the single most important covariate of this latter index.
AP P EN DI X
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INTERNATIONAL JOURNAL OF PUBLIC OPINION RESEARCH
BIOGRAPHICAL NOTE
Guy Moors holds a Ph.D. in sociology and is an associate professor (U.D.) at the
Department of Methodology & Statistics at Tilburg University in the Netherlands. His
research interests include values research, measurement of attitudes, social demography,
ethnic minorities, and longitudinal data analysis.
Address correspondence to Guy Moors, MTO-FSW room S, Tilburg University,
P.O. Box , LE TILBURG, The Netherlands, E-mail: guy.moors@uvt.nl