**IMISCOE Research Series**

# Cláudia Pereira Joana Azevedo *Editors*

# New and Old Routes of Portuguese Emigration

Uncertain Futures at the Periphery of Europe

**IMISCOE Research Series**

This series is the official book series of IMISCOE, the largest network of excellence on migration and diversity in the world. It comprises publications which present empirical and theoretical research on different aspects of international migration. The authors are all specialists, and the publications a rich source of information for researchers and others involved in international migration studies.

The series is published under the editorial supervision of the IMISCOE Editorial Committee which includes leading scholars from all over Europe. The series, which contains more than eighty titles already, is internationally peer reviewed which ensures that the book published in this series continue to present excellent academic standards and scholarly quality. Most of the books are available open access.

For information on how to submit a book proposal, please visit: http://www. imiscoe.org/publications/how-to-submit-a-book-proposal.

More information about this series at http://www.springer.com/series/13502

Cláudia Pereira • Joana Azevedo Editors

# New and Old Routes of Portuguese Emigration

Uncertain Futures at the Periphery of Europe

*Editors* Cláudia Pereira Instituto Universitário de Lisboa (ISCTE-IUL), Centro de Investigação e Estudos de Sociologia (CIES-IUL) Observatório da Emigração Lisbon, Portugal

Joana Azevedo Instituto Universitário de Lisboa (ISCTE-IUL), Centro de Investigação e Estudos de Sociologia (CIES-IUL) Observatório da Emigração Lisbon, Portugal

ISSN 2364-4087 ISSN 2364-4095 (electronic) IMISCOE Research Series ISBN 978-3-030-15133-1 ISBN 978-3-030-15134-8 (eBook) https://doi.org/10.1007/978-3-030-15134-8

© The Editor(s) (if applicable) and The Author(s) 2019. This book is an open access publication.

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## **Foreword**

Although Portugal is a small nation at the edge of Europe, it has played a major and significant role in world history. This is largely because of its relationship to the sea, a point recently noted in a book by historian Malyn Newitt titled *Emigration and the Sea: An Alternative History of Portugal and the Portuguese* (Oxford University Press, 2015). The history of Portugal is a history of emigration and hence of deep involvement in processes of globalization and interconnectivity that have been in place since at least the fifteenth century. Despite this history, Portugal is rarely the first European country that the general public thinks about when it considers the movement of people across oceans. Further, although Portugal became a country of immigration during the latter decades of the twentieth century, its citizens are still emigrating, not only, as this volume notes, along old routes, but also along new ones. Yet, these more recent emigrants have been overlooked as scholarly attention was redirected toward the African, Asian, and Eastern Europeans who have moved to and settled in Portugal. Additionally, the new Portuguese flows of emigration are overshadowed by the refugee crisis on the European continent.

As someone who began her academic career many decades ago by studying Portuguese immigrants in the United States, Canada, and France, I am delighted to see a renewed and fresh focus on this topic. This book approaches the "fourth wave" of Portuguese emigration with an interdisciplinary analytical framework, drawing together the work of economists, demographers, political scientists, geographers, sociologists and anthropologists. The contributing authors offer both top-down and bottom-up approaches, and draw variously on both qualitative and quantitative data. More importantly, as a collection, the chapters in this book address a range of significant and current questions in the study of migration, but through a Portuguese lens and a twenty-first-century lens. As a result, the Portuguese experience is brought into and engages with a broader comparative migration experience.

For example, there is a large and growing literature on international care work and consequently of the gendered dimensions of migration. Some of this research focuses on nurses from developing countries and the global south (India, the

Caribbean, and the Philippines) who find employment in the United States, Canada, and Western Europe. In the Pereira and Azevedo volume we discover, in the chapter written by Cláudia Pereira, that Portuguese nurses are now also involved in this movement, finding employment in the United Kingdom and elsewhere. This represents a new kind of emigratory flow out of Portugal of a highly skilled population that has faced difficulties in securing employment in the home country. Additional chapters in this volume (by Teixeira Lopes and by Delicado) highlight other highly skilled emigrants who are leaving Portugal, something much less common several decades ago when I first began to study Portuguese emigration. This is partly a function of the new positionality of Portugal as a member of the European community and hence party to the free movement of labor within the continent—something that was not possible 40 years ago when I first arrived in France to study Portuguese immigrant women. Similarly, there are male Portuguese migrants who, unlike their predecessors of a generation ago for whom work was only available in construction and in factories, have been able to establish themselves as entrepreneurs running restaurants and hotels and other small businesses. The topic of immigrant entrepreneurship is of major concern in migration studies. To have new information about how Portuguese migrants engage this form of employment, as well as the obstacles and opportunities they confront, adds not only to our understanding of the Portuguese immigrant experience broadly speaking, but also to our understanding of how immigrants impact the small business sector in various host countries. And yet, despite these new flows and new forms of employment, there are still Portuguese migrants performing jobs in the more traditional sectors of the labor market, as illustrated by the chapter written by João Queirós about Portuguese construction workers in Spain and France. The temporary and circular nature of this employment in the present day reminded me of the stories I heard from old-timers in a northern Portuguese village who had gone to work as stonemasons in Spain in the early part of the twentieth century. Comparisons can be drawn with past flows in previous waves of Portuguese emigration.

Additional chapters in this book address other important dimensions of the immigrant experience generally speaking—for example, the nature and patterns of return migration; the challenges of conflicting and multiple identities and the struggle for a sense of belonging in both the country of origin and the country of destination; and the participation of immigrants in homeland politics. But equally, the book helps us to understand some dimensions of emigration that are unique to Portugal because of its history—for example, discussions of emigration to Angola that is framed by a postcolonial relationship or of the flows to and from Brazil in the more contemporary period that are shaped by the powerful commonalities of a shared language.

In my book *Anthropology and Migration* (2003), I attempted to frame the generally ignored Portuguese case in relation to important theoretical and empirical dimensions of emigration and immigration. *New and Old Routes of Portuguese*  Foreword

*Emigration; Uncertain Futures at the Periphery of Europe* has a similar goal, effectively challenging us to understand Portugal's deep and changing history of emigration and to recognize the extensive and sustained participation of its people in the global migration process.

Department of Anthropology Caroline B. Brettell Southern Methodist University, Dallas, TX, USA

## **Acknowledgements**

This edited volume would not have been possible without the invaluable support of many people and institutions. We are very grateful to the authors who have contributed to this book with their hard work, patience and diligence over the course of the manuscript's preparation and revision. This manuscript provides a good illustration of the quality, diversity and dynamism of empirical research into Portuguese emigration today.

The idea for this book emerged in 2014 during the international conference *Contemporary Portuguese Emigration*, held at the Lisbon University Institute ISCTE-IUL and organized by the editors along with the Emigration Observatory (OEm). The aim was to bring together different theoretical and methodological approaches in order to reflect on Portuguese emigration in times of economic crisis using new empirical research. The authors were then invited to further develop their analysis for this manuscript on the old and new characteristics of Portuguese emigrants in the twenty-first century.

We would like to express our gratitude to the members of the IMISCOE Editorial Committee for their interest in our book proposal and for their crucial support throughout the manuscript's preparation. We thank in particular Anna Triandafyllidou and Irina Isaakyan, chairperson and managing editor of the IMISCOE Editorial Committee, and Warda Belabas from the former Editorial Committee. We are very thankful to the anonymous reviewers for helping us better focus the book's contents and arguments and for their challenging and insightful comments on the manuscript.

We are also very grateful to Evelien Bakker and Bernadette Deelen-Mans responsible for the IMISCOE Research Series at Springer—for their valuable support in the final steps of the publishing process. Our thanks go to Josh Booth who has proofread the manuscript and to Lina Cardoso for preparing the book for publication.

As the editors of the book, we would like to thank the institutions that have provided the funding for its publication: the IMISCOE Research Network and Peter Scholten, director of IMISCOE; the Centre for Research and Studies in Sociology (CIES-IUL), and the Lisbon University Institute (ISCTE-IUL)—and specifically João Sebastião, director, and Neide Jorge, communication and planning office at CIES-IUL; the Portuguese Emigration Observatory (OEm); the Portuguese national science foundation, the Fundação para a Ciência e a Tecnologia, for funding part of the book's translation through Strategic Funding: UID/SOC/03126/2013, as well as many of the projects whose findings are presented here.

We are grateful to the Portuguese Emigration Observatory (OEm) and the Directorate-General for Consular Affairs and Portuguese Communities (DGACCP) at the Ministry of Foreign Affairs for providing crucial data and supporting the initial conference on the topic.

Finally, our sincere appreciation goes to many colleagues for thoughtful comments on the various parts of this book, in particular João Peixoto, Jorge Malheiros, Russell King, and Rui Pena Pires.

We dedicate this book to all the Portuguese emigrants and descendants that have inspired us with their lives.

> Cláudia Pereira Joana Azevedo

## **Contents**

# **About the Editors and Contributors**

#### **Editors**

**Cláudia Pereira** is a research fellow and invited assistant professor at ISCTE-University Institute of Lisbon (IUL), integrated at the Centre for Research and Studies in Sociology (CIES-IUL). Pereira is the executive coordinator of the Portuguese Emigration Observatory (Observatório da Emigração) (OEm), Portugal. She holds a licenciate degree and PhD in Anthropology from ISCTE, IUL. She and the OEm team are responsible for the Yearly Report on Portuguese Emigrants produced for the Ministry of Foreign Affairs and analysed in Parliament. Since 2012 she has been the principal researcher on a project funded by the national Foundation for Science and Technology (FCT) on the financial crisis and skilled Portuguese migrants in England. She co-coordinates an academic network of migration researchers, Rede Migra. She has also been invited as an expert to advise on capacity-building projects for the International Centre for Migration Policy Development (ICMPD) funded by the European Commission (EC). Previously, she conducted ethnographic research in India for a total of two years among Catholics and Hindus, investigating the meaning of caste and tribe in the twenty-first century. Collaborative research with governmental and non-governmental organizations and the dissemination of knowledge on migration have been her top priorities. She is evaluator of European applications (COST and Marie Curie) on migrations. She published the book *Vidas Partidas. Enfermeiros Portugueses no Estrangeiro* (Divided Lives. Portuguese Nurses Abroad) in 2015. Her current research interests are Portuguese emigration, immigration, skilled migrants, the migration of nurses and multidisciplinary approaches to migration.

**Joana Azevedo** is assistant professor at the Department of Sociology, School of Sociology and Public Policy, University Institute of Lisbon (ISCTE-IUL) and integrated research fellow at the Centre for Research and Studies in Sociology (CIES-IUL). She holds a PhD in Social Theory and Research from La Sapienza University in Rome (2007), a postgraduate diploma in Data Analysis in Social

Sciences (2010) and a licenciate degree in Sociology (2001) from the ISCTE-IUL. She is currently a member of the Observatories of Emigration (OEm) and Communication (OberCom), and co-coordinates the interdisciplinary academic network Rede Migra. She is a member of the national evaluation panel for research funding through AMIF (Asylum, Migration and Integration Fund of the EU).

She coordinated the research project "Portuguese Emigrants' Political Participation and Citizenship" (CIES-IUL/Emigration Observatory); "Highly skilled Portuguese Emigration in the European Context" (funded by the national science foundation, FCT), and, as a team member, "REMIGR. Back to the future: New emigration and links to Portuguese society" (funded by FCT).

Among her publications are "Contextual reasons for emigrants' electoral participation in home country elections: the Portuguese case", *Journal of Contemporary European Studies*, 2017; *Regresso Ao Futuro: A Nova Emigração e a Sociedade Portuguesa* (Back to the future: New emigration and Portuguese society, 2016, Gradiva); and "*Regresso e circulação de emigrantes portugueses no início do século XXI* (Return and circulation of Portuguese emigrants at the beginning of the twenty-first century)", *Sociologia, Problemas e Práticas*, 2016.

Her areas of interest are the sociology of migration, Portuguese immigration and emigration, ethnic and religious diversity, skilled migration, political participation, and migration policies.

#### **Contributors**

**Manuel Abrantes** is a member of SOCIUS/CSG—Research in Social Sciences and Management at the Lisbon School of Economics and Management, University of Lisbon. He earned his PhD in Economic and Organizational Sociology from the University of Lisbon in 2014 with a research project on paid domestic workers. His research has focused on labour, gender, and migration. He is currently working at the Office of the Secretary of State for Citizenship and Equality in Portugal. He has participated in various projects on migration over the last 10 years, including "Voting Abroad" (2009–2011) at CIES-IUL and "Severe Labour Exploitation— Foreign Workers' Perspectives" (2017) at CESIS.

**Ana Maria Belchior** is an assistant professor with aggregation in the Department of Political Science and Public Policies at ISCTE-IUL (Instituto Universitário de Lisboa) in Lisbon, and a researcher at CIES-IUL. She holds a PhD in Political Science from the Catholic University of Lisbon (2008) with a dissertation on the topic of political representation. Between 2009 and 2011 she conducted research as part of the project "Portuguese Emigrants' Political Participation and Citizenship" (2009–2011), and published several articles on this subject. She has been involved in research on several projects related to the themes of democracy, political participation and democratic representation. She has published her findings in books and book chapters, and in various national and international journals (e.g., *Comparative Political Studies*, *International Political Science Review*, *Party Politics*, and *The Journal of Legislative Studies*).

**Caroline Brettell** is university distinguished professor of Anthropology and Ruth Collins Altshuler Director of the Dedman College Interdisciplinary Institute at Southern Methodist University. In 2017 she was elected as a member of the American Academy of Arts and Sciences. Brettell has a BA degree from Yale University and a PhD from Brown University. She has spent her career studying the immigrant populations in Europe, Canada, and the United States (most recently in the Dallas–Fort Worth, DFW area). Brettell began her career studying Portuguese migrants in Canada, the United States, and France, as well as the impact of emigration on life in rural Minho. Since then she has branched out to study other immigrant communities including Indian immigrants in the United States. Her particular and most current interests are in the gendered aspects of migration, issues of identity and citizenship, and the relationship between immigrants and cities. In addition to over 100 journal articles and book chapters she is the author, co-author or editor/co-editor of 19 books. Her most recent books are *Gender and Migration* (2016); *Identity and the Second Generation: How Children of Immigrants Find Their Space* (co-edited with Faith Nibbs, 2016); *Following Father Chiniquy: Immigration, Religious Schism and Social Change in 19th Century Illinois* (2015); *Anthropological Conversations: Talking Culture Across Disciplines* (2014); and *Migration Theory: Talking Across Disciplines* (3rd edition, co-edited with James F. Hollifield (2015). Her co-edited volume, *Gender in Cross-Cultural Perspective* (with Carolyn Sargent) was recently published in 7th edition. Brettell has served as chair of the Department of Anthropology at Southern Methodist University (SMU) (1994–2004) and dean-ad-interim of Dedman College (2006–2008), president of the Society for the Anthropology of Europe (1996–1998), and president of the Social Science History Association (2000–2001). She currently serves as co-director of the Health and Society Program within the Department of Anthropology at SMU.

**Pedro Candeias** is a PhD candidate. He has a bachelor's and a master's degree in Sociology from the ISCTE—University Institute of Lisbon. Pedro is a researcher at the Universidade de Lisboa, Instituto de Ciências Sociais (ICS) and the Instituto Superior de Economia e Gestão (ISEG), researcher in Social Sciences and Management unit (SOCIUS/CSG), as well as an associated researcher at the Portuguese Emigration Observatory (Observatório da Emigração). He has participated in research projects and contributed to publications on emigration, immigration, ethnic minorities and social tolerance. Within migration studies, his current main areas of interest are immigrant integration and transnational practices. Pedro's latest publications are "'Times they are a-changing' for Portuguese emigration? A comparison of emigrants that departed before and after the economic crisis", *Arxius de sociologia*, 2017; and "Europe at their feet? Free circulation, economic crisis and exit strategies of recent Portuguese emigrants to the European Union" (with João Peixoto), *Sociologia Online Revista da Associação Portguesa de Sociologia*, 2017.

**Graça Índias Cordeiro** is professor of Urban Anthropology and Ethnographic Fieldwork Research at ISCTE-Instituto Universitário de Lisboa (ISCTE-IUL), and affiliated with its Center for Research and Studies in Sociology (CIES-IUL). Her main research interests include social classifications, language politics and urban ethnicity, memory and heritage, neighbourhood communities, urban social history, and Lisbon and Boston. Since 2009, she has been conducting ethnographic and historical research on Portuguese-speaking communities in the Boston area. In 2019, she was the first Gulbenkian/Saab Visiting Professor in Portuguese Studies at Umass Lowell, USA. Currently, she is coordinating the PhD joint degree in Urban Studies run by NOVA University of Lisbon and ISCTE-IUL.

**Ana Delicado** is a research fellow at the Instituto de Ciências Sociais da Universidade de Lisboa. She has a PhD in Sociology (University of Lisbon, 2006) and specializes in the social studies of science and technology. She has conducted research on science museums and exhibitions, the public understanding of science activities, environmental risks, the international mobility of researchers, scientific associations, climate change, the social acceptance of energy technologies, and disaster risk. She is a member of the European Association for the Study of Science and Technology (EASST) and of the European Sociological Association (ESA), as well as being one of the coordinators of the section on Knowledge, Science and Technology of the Portuguese Sociological Association. She is a member of the Scientific Council of ICS ULisboa and vice-coordinator of Observa, the Observatory of Environment, Territory and Society. Her latest publication on migration is the chapter "Home Is Where the Heart Is: The Experiences of Expatriate PhD Students and Returnees" in the book *International Student Connectedness and Identity: Transnational Perspectives* (Springer, 2017) edited by Ly Thi Tran and Catherine Gomes.

**Bárbara Ferreira** is a researcher at SOCIUS/CSG (ISEG/University of Lisbon) and a collaborator at the CEG (IGOT/University of Lisbon). She has a degree in Political Science and International Relations from the Faculty of Social Sciences and Humanities (Universidade Nova de Lisboa), a master's degree in Development and International Cooperation (ISEG—University of Lisbon), and is finishing her PhD in Economic and Organizational Sociology at the same institution. Her research interests focus on social integration, urban exclusion, and the social and political participation of migrants.

**Alexandra Ferro** has a master's degree in Migration Studies and a BA in International Relations from the University of Coimbra, and is currently working at IOM Mozambique. Her master's thesis, Estabelecidos e recém-chegados: complexidades da emigração portuguesa em Londres (Established and Newcomers: Complexities of Portuguese emigration in London)—which focused on Portuguese migration in London, particularly in the Little Portugal neighbourhood—investigated Portuguese migrants' relation with their surrounding area, its inhabitants and their perceptions of the Portuguese emigrant "community". Areas of interest include

international migration, Portuguese migration, ethnicity, identity, and transnationalism.

**Pedro Góis** is a professor in Sociology and Methodology at the Faculty of Economics, University of Coimbra, and a researcher at the Centre for Social Studies (CES). He has an undergraduate degree in Sociology and a master's and PhD in Sociology. He is an expert in the sociology of migration and quantitative methodologies. Recently he has been a consultant or country expert for the International Organisation for Migration (OIM), Caritas International, ICMPD, the European Commission and the European Migration Network (EMN). His most recent research-driven publications used quantitative and qualitative methodologies and include papers and books on: refugees in Europe; transnational ethnic identity; Portuguese immigration and emigration; Brazilian migration; Eastern European migrants; discrimination practices in the labour market; immigrants' descendants; and diasporic engagement practices and policies.

**Russell King** is professor of Geography at the University of Sussex, and former director of the Sussex Centre for Migration Research. Between 2001 and 2013 he was the editor of the *Journal of Ethnic and Migration Studies*. Following his early interests in land tenure and agricultural geography, deriving from his PhD on the land reform of Southern Italy, Russell's research interests shifted to the study of migration, which he has been researching now for 40 years. He has directed major research projects on return migration to Southern Italy (funded by ESRC), Irish migration (Trinity Trust and the Bank of Ireland), British retirement migration to the Mediterranean (ESRC), Albanian migration (Leverhulme Trust), international student migration (HEFCE), second-generation return migration to Greece and Cyprus (AHRC) and New European Youth Mobilities (the EU Horizon 2020 "YMOBILITY" project). He also headed the Sussex involvement in the EU Framework Six Network of Excellence on "International Migration, Integration and Social Cohesion in Europe" (IMISCOE), which is still ongoing as Europe's major forum for migration research. His main regional interests are in Southern Europe and the Mediterranean, but he has also researched migration, as a global phenomenon, in other parts of the world. He is a strong believer in the value of collaborative, comparative, and interdisciplinary research, and in the integration of qualitative and quantitative methods.

**Ermelinda Liberato** is an assistant professor in the Department of Sociology, Social Sciences Faculty of Agostinho Neto University (FCS-UAN) in Luanda, Angola, and holds a PhD in African Studies from the University Institute of Lisbon (ISCTE -IUL), Portugal. Her research interests focus on development, education, gender, postcolonial studies and knowledge production in Africa as well as the migration of qualified workers.

**Marco Lisi** is an assistant professor in the Department of Political Studies, Nova University of Lisbon and a researcher at IPRI-Nova. Between 2009 and 2011, he conducted research as part of the project "Portuguese Emigrants' Political Participation and Citizenship" (CIES-IUL/Emigration Observatory), and published several articles on this subject. His research interests focus on political parties, electoral behaviour, democratic theory and political representation.

**João Teixeira Lopes** is full professor of Sociology in the Arts Faculty of Porto University and dean of the Sociology Department. His doctoral dissertation (1999) was titled "City and Culture". He has worked in the fields of sociology of culture, the city, youth and education, as well as museology and territorial studies. He received the "Palmes Académiques" honorary award from the French Government. He is president of the Portuguese Sociological Association.

**Vânia Pereira Machado** is a PhD candidate in Migration at the University of Lisbon (2017–2021). She has a degree in Anthropology from Coimbra University (2012) and a master's in Anthropology, with a specialization in globalization, migration and multiculturalism from ISCTE-IUL (2015). Additionally, she has a postgraduate degree on data analysis in the social sciences. Since she finished her master's, she has focused mostly on the anthropology of consumption and food in migratory contexts and she has explored recent migration flows from Portugal to Brazil and to other EU regions. Currently, she is a junior research fellow at the Transits project at ICS-UL: http://www.transitsblog.com/. Her research interests include food, migration, consumption, and material culture.

**Paulo Miguel Madeira** is a geographer and journalist, and a researcher at the Centre for Geographical Studies of the Institute of Geography and Spatial Planning (IGOT), Universidade de Lisboa. He is also a PhD candidate in Geography. Paulo holds bachelor's and master's degrees in Geography from IGOT, and wrote his dissertation on "Regiões europeias ganhadoras e perdedoras na globalização económica da transição do século XX para o XXI" (European regions winning and losing from economic globalization during the transition to the twentieth century). His research interests include economic and social geography and territorial development policies; political geography, geo-economics, and migration; and geography and urban and regional planning.

**Jorge Malheiros** is a geographer, co-coordinator of the Research Group ZOE (Urban and Regional Change and Policies) and associate professor at the Centro de Estudos Geográficos, Instituto de Geografia e Ordenamento do Território (IGOT), Universidade de Lisboa. He has conducted research projects on migrants' spatial segregation, housing, contemporary Portuguese demography and emigration, and women's migration. He is a member of the editorial committee of IMISCOE-Springer (Migration) and Portuguese correspondent of SOPEMI–OECD (2001– 2017). His areas of interest include critical urban social geography, international migration, demography, and border and transnational relations.

**José Carlos Marques** has a PhD in Sociology. He is full professor at the Polytechnic Institute of Leiria as well as a researcher at CICS.NOVA (Leiria unit) the Interdisciplinary Center for Social Sciences at the Universidade Nova Lisbon and a regular collaborator at the Portuguese Emigration Observatory. His areas of interest include Portuguese migration flows, migrants' integration, migrants' transnational practices, migration policies, and highly skilled migration. José recently participated in research projects on post-2000 Portuguese emigration, on return migration, and on immigrant discrimination and has co-coordinated the projects "Mobilization of Portuguese citizens abroad", and "Integration of highly skilled immigrants in Portugal". He has authored or edited, among others, the books *Regresso ao futuro. A nova emigração e a sociedade portuguesa* (Return to the future: The new Portuguese emigration and Portuguese society), *and Os Portugueses na Suíça: Migrantes Europeus* (The Portuguese in Switzerland: European migrants).

**Isabel Tiago de Oliveira** is assistant professor at ISCTE—Lisbon University Institute, a researcher at CIES, Center for Research and Studies in Sociology, and a member of the Portuguese Demographic Association. She has a master's degree and PhD in Demography from the FCSH New University of Lisbon. Her areas of interest include demographics, fertility, mortality, migration, and population projections. Her main publications on emigration are *Regresso e circulação de emigrantes portugueses no início do século XXI* (Return and circulation of Portuguese emigrants at the beginning of the twenty-first century), *Sociologia Problemas e Práticas*, 2016; and *Emigração, retorno e reemigração na primeira metade do século XX* (Emigration, return and re-emigration in the first half of the twentieth century), *Análise Social*, 2007.

**João Peixoto** is full professor at the School of Economics and Management (ISEG), Universidade de Lisboa, Portugal, and a researcher at SOCIUS/CSG— Research Centre on Economic and Organizational Sociology. He studied sociology at ISCTE, Lisbon, and obtained a PhD in Economic and Organizational Sociology at ISEG. His main research areas are international migration, demography and economic sociology. He has carried out research on immigration and the labour market, highly skilled migration, immigration policy, emigration, the demographic impacts of migration and immigration into Southern Europe. He is currently head of SOCIUS/CSG and a member of the coordinating commission of the Portuguese Emigration Observatory (Observatório da Emigração). He has published in international and national journals and he is the author or co-author of various books, including *Regresso Ao Futuro: A Nova Emigração e a Sociedade Portuguesa* (Return to the future: The new Portuguese emigration and Portuguese society; Lisboa: Gradiva 2016).

**Rui Pena Pires** is a professor at ISCTE-IUL, where he completed his BA, MC, and PhD in Sociology, and a researcher at CIES-IUL. He has been the scientific coordinator of the Portuguese Emigration Observatory (Observatório da Emigração) since 2009. Formerly, he was the head of the Department of Sociology and Pro-Vice-Rector at ISCTE-IUL. From 2007 to 2010 he was a member of the Management Board of the Fundamental Rights Agency (FRA) of the European Union (EU). His research interests include sociological theory and international migration. He is author of the book *Migrações e Integração. Teoria e Aplicações à Sociedade Portuguesa* (Migration and Integration. Theory and Applications to the Study of Portuguese Society; Celta 2003).

**João Queirós** finished his undergraduate studies in sociology in 2005 at the University of Porto. Since then he has been researching and teaching in this area. In 2014 he finished his PhD in Sociology, again at the University of Porto, with funding from the Portuguese Foundation for Science and Technology. He is an integrated researcher at the Institute of Sociology of the University of Porto (IS-UP) and collaborates with the Centre for Research and Innovation in Education at the School of Education in the Polytechnic Institute of Porto (InED). He is also an invited professor at the same School (ESE-P.PORTO). His main teaching and research interests are: social change and urban transformations; social and housing policies; local and regional development; adult education; and migration. He is the author or co-author of several articles, books and book chapters in these areas, including *Trabalhos em Curso. Etnografia de operários portugueses da construção civil em Espanha* (Work in progress: An ethnography of Portuguese construction workers in Spain; Porto: Deriva 2016). Between 2012 and 2015 he was principal investigator of the research project "Recent emigration trends in Northwest Portugal: The case of construction workers", funded by the Secretary of State for Portuguese Communities.

**Marta Vilar Rosales** is a research fellow and deputy director at the Institute of Social Sciences, University of Lisbon. She also coordinates, at ICS, the University of Lisbon joint doctoral program in Migration. She holds a PhD in Social and Cultural Anthropology from Universidade Nova de Lisboa (2007), an MA in Culture, Communication and ICT and a BA from ISCTE—University Institute of Lisbon. Her main research interests are contemporary material culture and consumption, Portuguese migrations and migration movements in the Lusophone space, colonialism and postcolonialism and media anthropology. She is currently principal investigator of the international research project "Transits: material culture, migration and everyday life".

**Eugénio Santana** is a researcher at the Centro de Estudos Geográficos, Instituto de Geografia e Ordenamento do Território (IGOT), Universidade de Lisboa and an assistant professor at the Escola de Comunicação e Arte, Universidade Eduardo Mondlane, Mozambique. He is also a PhD student in Migration at IGOT. Eugénio has an undergraduate degree in Anthropology and master's in Migration, Inter-Ethnicities and Transnationalism from the Faculdade de Ciências Sociais e Humanas, Universidade Nova de Lisboa. He is currently co-research coordinator of the UNHCR-Mozambique Legal Framework Mapping Tool, and president of the Center for Studies in Migration, Inter-Ethnicities and Transnationalism—Mozambique. His areas of interest include transnational migration, refugees and asylum seekers, postcolonial identities, and gender.

**João Sardinha** is a European Research Council (ERC) research fellow on the project "The Colour of Labour: The Racialized Lives of Migrants" (ERC Advanced Grant # 695573 – COLOUR) at the Institute of Social Sciences (ICS), University of Lisbon in Portugal. His current work centres on the emigration of Guyanese nationals of Portuguese descent to Canada. He formerly held the post of associate researcher at the Open University's Centre for the Study of Migration and Intercultural Relations (CEMRI-UAb) in Lisbon where he led the 3-year research project "REPOR: Luso-Descendant 'Returnees' in Portugal: Identity, Belonging and Transnationalism" funded by the Foundation for Science and Technology (Portugal). His research interests span across areas such as migrant descendant return migration; issues of identity, belonging and transnationalism among diasporic youth; immigrant associative phenomena; migrants and sports culture; migrants and music culture; lifestyle migration and rurality; and qualitative methodologies in research.

**Aline Schiltz** has been interested in the study of migration between Portugal and Luxembourg since her first period of fieldwork research, which was conducted for her final undergraduate dissertation in human geography (Free University of Brussels, 2003). For this study she analysed the local impacts in Portugal of migration flows to Luxembourg. In 2007, she wrote her master's thesis on Brazilian immigration in Luxembourg (University of Lisbon, 2007). For her PhD research she has returned to the study of migration processes between Portugal and Luxembourg (University of Luxembourg, 2013). This work covers the migration phenomenon in its entirety, focusing on the social transformations in Portugal and Luxembourg that have arisen from intensive migration flows between the two countries over the last 50 years within changing political and socio-economic contexts. It centres on the impacts of the migratory process from a bottom-up perspective, considering the actions of migrants essential to building a transnational social space that ties together Portugal and Luxembourg. Since the completion of her doctoral project, Aline has devoted her research to the study of recent emigration to Luxembourg (REMIGR and PORTINLUX projects). Since 1 March 2018 she has been part of the project RIP at the University of Luxembourg, where she analyses the evolution of transnational sepulchral practices among Portuguese migrants in Luxembourg (https://transmortality.uni.lu/Project-RIP)

## **List of Figures**

# **List of Tables**

# **Chapter 1 The Fourth Wave of Portuguese Emigration: Austerity Policies, European Peripheries and Postcolonial Continuities**

**Cláudia Pereira and Joana Azevedo**

## **1.1 Introduction**

Few studies have addressed recent emigration from European countries. The refugee crisis and migratory pressure have helped keep academic attention over the last few decades focused on immigration, asylum, reception and integration in Europe. However, these dynamics promoting entries into European countries coexist with other fairly significant dynamics promoting departures from these countries. The sovereign debt crisis coupled with austerity policies that asymmetrically affected Europe's peripheral countries have exacerbated the phenomenon of emigration in various European countries.

These migrant outflows can be observed in the peripheries of Europe – in Ireland (western periphery), Spain, Italy, Greece and Portugal (southern periphery), Poland, Bulgaria, Romania and Latvia (eastern periphery). The migrants that make up these flows have primarily emigrated to Western and Northern European countries, such as Germany and the United Kingdom. More specifically, their migrations have for the most part shifted towards major cities – to London, a "eurocity", in the United Kingdom's case (King et al. 2016). It is important to analyse the impact of inequalities on these outflows, reconciling the perspective of the destination countries with that of the countries of origin and relating this to more widespread processes of socioeconomic globalization.

Our book aims to counter the invisibility of emigration from European countries in the literature by examining the particularities of the Portuguese case. We seek to understand the structural and conjunctural factors that characterise the fourth wave of Portuguese emigration, comparing Portugal's experience of emigration with that of other Southern and Eastern European peripheral countries. We highlight the

C. Pereira (\*) · J. Azevedo

Instituto Universitário de Lisboa (ISCTE-IUL), Centro de Investigação e Estudos de Sociologia (CIES-IUL), Observatório da Emigração, Lisbon, Portugal e-mail<EMAIL_ADDRESS><EMAIL_ADDRESS>
C. Pereira, J. Azevedo (eds.), *New and Old Routes of Portuguese Emigration*, IMISCOE Research Series, https://doi.org/10.1007/978-3-030-15134-8\_1

significant volume of outflows in the fourth wave of Portuguese emigration, the direction of these flows, and the profiles of current emigrants. These flows are concentrated within Europe – in both old (France) and new emigration destinations (United Kingdom),1 but are also significant outside Europe in historical destinations with post-colonial continuities (Angola and Brazil). Therefore, the fourth wave of Portuguese emigration moves predominantly from southern to northern Europe, but also from the Global North to the Global South. It is argued that the economic recession that followed the 2008 financial crisis played a decisive role in these recent emigration dynamics, together with other factors that are discussed extensively by the authors in this book.

The book compiles the work of authors from different academic backgrounds who have conducted empirical research on Portuguese emigration using a wide variety of extensive and intensive methods. Namely, national and international statistics, large-scale questionnaires, in-depth interviews and ethnography – thus seeking to diversify the range of methodological perspectives and strategies used to understand emigration today. The research presented in this book includes a greater diversity of methodological strategies than did studies of the old waves of emigration. For example, the use of large-scale surveys involving more than 6000 respondents, which enables us to compare Portuguese emigrants living in different countries, as Peixoto et al. do in Chap. 3 (REMIGR 2017). Also, the use of national and international statistics that allow us to compare the Portuguese with other immigrants living in the same country, as Pires and Pereira do in Chaps. 2 and 5, respectively.

Emigration to countries in the three continents of America, Africa and Europe has been a structural feature of Portuguese society since around the nineteenth century – and it has been a large-scale phenomenon both geographically and demographically. In this volume we analyse the similarities and differences between different migratory cycles. For instance, Sardinha and Cordeiro, in Chapters 12 and 13 respectively, discuss the identities of both the old emigrants and their descendants in North America. We also look to the old routes of Portuguese emigration to South America, Africa and Europe that have become attractive again to recent migrants (see Lopes, Queirós, Rosales et al. and Candeias et al. in Chaps. 6, 8, 10 and 11, respectively).

It is important to provide the key statistical data on Portuguese emigration today in order to better contextualise it within the topics discussed in the book. There are a total of 2.3 million Portuguese emigrants (stock) according to the United Nations (Observatório da Emigração 2018, 31). The calculation of this figure employs the statistical concept of an emigrant, i.e. an individual born in Portugal residing in

<sup>1</sup>The United Kingdom has been a destination of Portuguese emigrants since the 1960s, although at that time it received much lower numbers than France or Germany. It was only after 2011 that the UK's population of Portuguese emigrants grew dramatically to levels that exceeded those seen in other countries. The majority of Portuguese emigrants living in the UK before 2011 were in the Northeast and Southeast of England, as well as in the southern islands of Jersey and Guernsey, and were primarily concentrated in London (Almeida 2007; Beswick and Pozo-Gutiérrez 2010).

another country (cf. United Nations 1998). If we add the descendants of emigrants to the total number of emigrants the resultant figure is between five million and 5.5 million (Pires et al. 2014, 79).2 The number of Portuguese nationals who moved out to other countries in 2016 was 100,000, as Pires shows in Chap. 2. Between 2008 and 2016 an average of 97,000 Portuguese migrants left the country per year. It is also important to note the number of Portuguese people who have moved back to the country: between 2001 and 2011 more than 233,000 returned to Portugal, according to Peixoto et al. in their chapter on transnationalism and returns. As Lisi et al. point out in Chap. 4, there are 1.375 million Portuguese nationals residing abroad with a potential right to vote in home elections.

Compared to other European countries, Portugal has a small population (roughly ten million), but it is the country in Europe (after Malta) with the second highest emigration rate, and the 12th highest in the world (Observatório da Emigração 2015). About 22% of Portuguese nationals live outside the country (Observatório da Emigração 2018, 31). The Portuguese are indeed one of the most numerous groups of immigrants resident (stock) in historical countries of Portuguese emigration, such as Brazil and Luxembourg, where they constitute the largest foreign-born population in the country (Observatório da Emigração 2017b, 42–44). They are also one of the largest immigrant groups resident in Switzerland, where they are the third most numerous population, and France, where they are the third largest.

For the first time, this volume brings together authors who have studied previous cycles of Portuguese emigration and now examine today's emigration (such as Rui Pena Pires, João Peixoto and José Carlos Marques) with scholars who started their research during the current cycle. The book thus adopts a comparative perspective on the new wave of Portuguese emigration, examining it from the point of view of those who also studied previous waves, and thus benefiting from longitudinal knowledge of this phenomenon.

Recent research shows us that we are currently seeing the fourth wave of Portuguese emigration. The challenge we set out to meet in this book was to characterise this new cycle, helping to explain its emergence and future prospects. In this chapter we begin, in the first section, by traversing through both past and present cycles of Portuguese emigration, and highlight key issues relating to the ongoing fourth wave. Namely, (i) the economic-financial crisis of 2008 and the resultant austerity policies; (ii) South-North emigration in Europe and Portuguese emigration compared with that from other southern and eastern peripheral European countries; (iii) the reassessment of the "South European model" of migration for the Portuguese case, together with the insights of the model's author, Russell King, in Chap. 14; and (iv) Global North-South emigration. In the second section, we analyse highly

<sup>2</sup>Few countries provide data on the descendants of immigrants born in – and with the nationality of – the destination country. Australia, Canada, Denmark, the USA and New Zealand provide some information about the origin of immigrants, although sometimes using very broad categories that refer more to a linguistic-cultural universe (in the case of Portugal the set of Portuguese-speaking countries) than a particular country. Other relevant data for this purpose are consular registers, which include, in addition to Portuguese emigrants, their spouses and descendants (Pires et al. 2017, 79).

skilled and less skilled emigration along the old and new routes of Portuguese emigration by presenting (a) the statistical data on the school education and occupations of emigrants by country, (b) the conclusions on the topic by the book's authors. In the final section we introduce the contents of the book's chapters.

#### **1.2 The Historical Waves of Portuguese Emigration**

Portugal became a country of emigration in the second half of the nineteenth century. Between its beginning in 1850 and 2000, the history of Portuguese emigration has been characterised by three major waves or cycles (Pires et al. 2011).

The first cycle took place between 1850 and 1930 and followed a postcolonial trend, in which most Portuguese emigrants went to Brazil. This so-called transatlantic cycle, saw a significant volume of Portuguese nationals leaving the country as part of the Great European labour movement to the American continent. As emigrants from Northern Europe left for the Unites States (USA) or Canada, Southern European emigrants followed suit, but an even larger number went to the former South American colonies, which for the Portuguese meant Brazil (cf. Baganha and Marques 2001). The highly unequal distribution of resources motivated the Portuguese to migrate, enticed by the success narratives circulated by previous emigrants, job opportunities and existing migration networks (Peixoto 2000). They were mainly male rural labourers who emigrated permanently due to the difficulty of crossing the Atlantic Ocean to Brazil in this period, among other constraints (Baganha 2003). About two million Portuguese nationals then emigrated to these countries – a very high proportion of the Portuguese population of the time.

The second cycle took place after the end of World War II, between around 1950 and the fall of Portugal's dictatorship in 1974. During this cycle Portugal became one of the main suppliers of migrant labourers in Western Europe (to France and Germany). It was in this cycle that emigration reached its peak between the end of the 1960s and the beginning of 1970s – these record numbers were only reached again in 2011, during the current fourth wave. This second cycle was characterised by the emergence of barriers and restrictive emigration policies enforced by the authoritarian Portuguese regime at the time. These conditions forced the Portuguese to emigrate clandestinely, mostly to neighbouring European countries.

The beginning of this cycle, in the 1950s and 1960s, was probably the period when Portuguese emigration was most global in nature because there was a diversification of destination countries across America, Africa and Europe. There were outflows to Venezuela, Canada, South Africa, Angola, Mozambique and the rest of Europe while emigrants continued to travel to the US and Brazil. At the end of this cycle, flows were concentrated in Europe, and principally in France (Baganha and Marques 2001; Rocha-Trindade 1976). The volume of legal emigration had tripled by the end of this second cycle: from 1956 to 1964, an annual average of 42,000 Portuguese departed and between 1965 and 1973 this average tripled to 126,000 per year (Observatório da Emigração 2018, 17–18).

During this second wave of Portuguese emigration and the latter part of the first wave, Portugal was under a dictatorial regime. In this second cycle, in a context of economic stagnation and weak modernization, the only way to find better working conditions was to emigrate to nearby Northern European countries like France and Germany. This tendency was part of a broader displacement of the labour force from semi-peripheral Southern Europe to more industrialised Northern Europe, as is taking place in the current fourth cycle. By the end of this cycle, Portuguese emigration had begun to decline following the country's transition to democracy, which created expectations of better living conditions. In addition, the world oil crisis that began in 1973 provoked the closure of borders in many Northern European countries, limiting options for Portuguese emigrants (Peixoto 2000; Pires et al. 2011). This second cycle included more emigrant women than the previous one as well as a higher proportion of Portuguese emigrants in industrial sectors (Baganha 2003). Due to the proximity of other European countries to Portugal, the movements were more temporary. In the absence of reliable statistics, it is estimated that between 1950 and 1974 more than 1.8 million Portuguese nationals emigrated to traditional destinations, principally France and Germany, but also Brazil, the United States, Canada, Angola and Mozambique (Baganha 1994).

The third cycle of Portuguese emigration started after the beginning of democracy in 1974, with the end of political obstacles to emigration, and lasted until around 2000. The start of the free movement of people within the European Union took place during this cycle. Portuguese integration into the EU in 1986 led to an increase in emigration and a surge in the entry of immigrants into Portugal. At that time, researchers' attention was focused on this new movement of immigrants arriving in Portugal; this is why this is the least studied period of Portuguese emigration. Still, emigration continued to be a consistent feature of Portuguese society: between the 1980s and the end of the century, about 20,000 Portuguese migrants left the country per year. In the beginning of the 1990s the outflow reached 45,000 departures per year but dropped again from the mid-1990s, settling to around 20,000 by the end of the decade (Baganha and Marques 2001, 90; Observatório da Emigração 2018, 17–18). Flows were directed primarily to Switzerland and then spread to other European countries, including France and Germany, where networks of emigrants from previous cycles were already consolidated.

The second and third cycles of emigration were not restricted to the Portuguese but common to emigrants from other countries, particularly from the Southern European periphery. The post-war migration of workers from non-industrialised countries included Portuguese but also Spanish, Italian and Greek nationals emigrating to the industrialised countries – such as Germany and France – in search of manual labour. This is theorised in the "Southern European model of migration" by King and analysed by him in greater detail in Chap. 14.

Research on the three initial phases of Portuguese emigration is dominated by historical studies that seek to reconstitute the past and monographic studies that analyse past migrants' identities. References to research conducted on Portuguese emigrants living in about 140 countries may be found in publications that review the field (Rocha Trindade 1984; Baganha and Góis 1999; Peixoto 2012; Candeias, Ferreira and Peixoto 2014; Candeias et al. 2014).

In the wave of studies on Portuguese emigration that has emerged over the past few years, some authors have attended to the issue of identity among Portuguese emigrants and their descendants. They have studied the religious festivities celebrated by Portuguese emigrants from the Azores living in North America, and the newspapers, TV and radio produced by Portuguese emigrants and their descendants, among other examples (Leal 2017; Ferreira 2016). In Chaps. 8 and 10 of this book, Queirós and Rosales et al. draw attention to the identities of – and the meanings of social and professional (de)mobility among – the Portuguese in Spain, France and Brazil. In Chap. 12, Sardinha looks at the descendants of emigrants who tried to live permanently in the idealised homeland of the parents, Portugal, and left disillusioned, continuing to experience transformations in their identities. Cordeiro deepens our understanding of the (dis)identification of emigrants with the category of "emigrant" and the social meaning attached to it by citizens in Portugal.

#### **1.3 The Fourth Wave of Portuguese Emigration**

Portuguese emigration is now in its fourth cycle. We argue that the fourth cycle of Portuguese emigration started around 2001 with the stagnation of the European economy and consequent increased unemployment – a period that coincides with the end of the circulation of the national currency, the escudo, and the beginning of the Eurozone's common currency, the euro. The number of Portuguese nationals leaving the country increased exponentially in 2011, the second phase of this cycle, at the time of the country's sovereign debt crisis and ensuing economic containment policies, which accelerated the growth of the unemployment rate. For the first time, the number of Portuguese nationals leaving the country reached the same level as during the previous peak of Portuguese emigration in the 1960s: an average of 115,000 Portuguese nationals emigrated per year between 2013 and 2015.

During the first phase of this wave, the number of Portuguese nationals moving to other countries began to increase progressively, rising from 45,000 in 2001 up to 90,000 in 2007 – double the number emigrating at the start of the decade.3 During

<sup>3</sup>The data collected by the Portuguese Emigration Observatory (Observatório da Emigração) is obtained from the institutions responsible for immigration statistics in destination countries. More precisely, it is based on the information about Portuguese entries that the annual estimates of total Portuguese emigration are drawn up by Emigration Observatory, which are generally higher than the estimates produced by the Instituto Nacional de Estatística (Portuguese National Statistics Institute) (INE). Figures on permanent Portuguese emigration published by the INE and Eurostat – whose numbers are based on those of the INE – are underestimates. This becomes clear when they are compared to those calculated by the Emigration Observatory based on records of Portuguese arrivals in destination countries. The main source of information used by the INE to estimate international migrations to and from Portugal is the "Inquérito ao Trabalho" (Labour Force Survey), conducted by sampling. In the case of immigration, the results thus obtained are subsequently

this period, emigration continued to be predominantly European, flowing to the traditional destinations of Germany, France and Switzerland and one new country, Spain. In fact, Spain also became the destination to which the Portuguese emigrated most often in the first decade of the twenty-first century. Three thousand Portuguese nationals moved to Spain in 2001, and by 2007 that number had risen to 27,000, revealing enormous growth in 6 years (see Fig. 2.8 in Pires' chapter). The majority of Portuguese nationals who emigrated worked in civil construction and services (Pinho and Pires 2013). With the financial crisis of 2008, which greatly affected the construction sector, many Portuguese emigrants lost their jobs and either returned to Portugal or re-emigrated to England or France (see Queirós' chapter). Emigration to Spain fell over the following years, although it continued to be one of the five main destination countries for Portuguese emigrants.

Emigration decreased from 2008 to 2010 – as it did globally among OECD countries affected by the financial crisis – although the figure remained at a high plateau of over 70,000 Portuguese emigrants per year. The second phase of this cycle began in 2011, when a large increase in Portuguese emigration combined with low levels of immigrant inflows to produce negative net migration. The dynamics of Portuguese emigration from 2011 onwards are analysed in more detail in the following sub-section.

In this book we have challenged various authors from different disciplinary areas – all of whom are conducting research in this field – to reflect on Portuguese emigration today. The book's fourteen chapters reveal analytical themes that we feel must be highlighted in order to understand recent Portuguese emigration:

The fourth and current wave of Portuguese emigration will be characterised below by its distinguishing features.

corrected after comparison with the administrative records of entries held by the Serviço de Estrangeiros e Fronteiras (Immigration and Borders Service). For emigration, not only is there no national administrative register that allows a similar adjustment, as mentioned earlier, but – as the inquiry procedure is indirect – since those who have left cannot, by definition, be questioned. The result of this asymmetry in statistics on exits and entries has resulted in an underestimation published by Eurostat that is then used to calculate net migration. Hence it is probable that net migration is lower than recorded in both national and European statistics (Observatório da Emigração 2017a).

The numbers of Portuguese nationals emigration per year, as calculated by the INE and Emigration Observatory, are presented in table E.2, here: http://observatorioemigracao.pt/ np4EN/1315/

During the 10 years between 2004 and 2013 Portugal became one of the EU and EFTA countries with the highest negative net migration. In absolute terms, only Poland, Greece and Spain had higher negative values for net migration, and if we discount returnee flows of emigrants, Poland and Romania are the only countries to lag behind Portugal (Observatório da Emigração 2015, 12–13).

Based on destination countries' permanent inflow data, between 2008 and 2012 an annual average of 80,000 Portuguese nationals emigrated, and in 2013 this number reached a peak of approximately 120,000 (both estimates).

Two facts distinguish the demographic impact of recent Portuguese emigration in both the country of origin and the destination country. First, as already mentioned, compared to other European countries, Portugal has a small population (roughly ten million), but it is the country in Europe with the second highest emigration rate (after Malta), and the 12th highest in the world (Observatório da Emigração 2015). Second, following the financial crisis of 2008 the Portuguese have become one of the most numerous nationalities entering European countries.

According to the most recent data available, in 2014 Portuguese nationals constituted the majority of new immigrants in France. In 2016, the Portuguese made up the second-largest national group entering Luxembourg, the fourth-largest in Switzerland and the seventh-largest in the United Kingdom. Outside Europe, they were also the tenth-largest national group in Brazil (Observatório da Emigração 2015, 38).

Among the main factors that help explain this high number of Portuguese nationals leaving since 2011 we should highlight three factors. First, Portuguese emigration has not ceased since the 1960s, even when counterbalanced by immigration in the 1980s and 1990s. Second, the sovereign debt crisis and austerity measures implemented after 2011 – which followed the financial crisis and affected the countries of the peripheral south of Europe, including Portugal – swept heightened unemployment and consequent drastic reductions in job offers into the country. Third, there was a second, more structural and permanent, crisis – that of unemployment among young qualified Portuguese people, which led many to seek employment outside the country (King 2015).

## *1.3.1 The Economic-Financial Crisis of 2008 and Austerity Policies*

The concentration of Portuguese emigration in Europe increased following Portugal's integration into the European Union in 1986, and its citizens' subsequent entitlement to free movement within EU countries. The research conducted by the book's authors shows that two changes later occurred in Portugal – as they did in all the peripheral countries of Europe – that played a decisive role in increasing the outflows: the entry into the Eurozone (2000); and the recession caused by the sovereign debt crisis and austerity policies implemented in the country, which had the greatest impact from 2011 onwards.

When the majority of European countries adopted the common currency, the Euro, in 2000, the competitiveness of Southern European countries declined and their employment rates fell (cf. Teixeira et al. 2014; Mamede 2016; Gibson et al. 2014; Reichlin 2014). The availability of Community funds – created to mitigate this problem – also fell, because the European Union now had more or less the same budget divided by more countries. Portuguese exports became more expensive due to the high value of the euro (Mamede 2016) and the European Union ceased to be a space of economic convergence. Industry became less competitive, further exacerbating unemployment (Teixeira et al. 2014). With a rise in the unemployment rate and constraints on the labour market, a significant part of the population of the Southern European countries sought employment in the countries of Western and Northern Europe. However, the outflows of emigrants declined with the financial crisis of 2008, whose global impact led to a reduction of employment across European countries (Herm and Poulain 2012; OECD 2011, 30).

Nevertheless when economic recovery was underway in Western and Northern European countries such as Germany and the United Kingdom, some 3 years later the countries of the South started to experience a sovereign debt crisis due to the use of external loans. This led to austerity policies that resulted in turn in the curtailment of growth4 – in other words, in decreased employment and consequently increased emigration to countries with employment offers. The recession and austerity measures that affected Portugal further entrenched uncertainty about the future, prompting many to seek to leave the country. At an international level, the link between emigration and recession concerned various authors (Bygnes 2015; Bartolini et al. 2016; Triandafyllidou and Gropas 2014; Lafleur and Stanek 2016; King et al. 2016; Parutis 2014; Triandafyllidou and Isaakyan 2016). The first findings about the relationship between the financial crisis and the increase in Portuguese emigration began to emerge in 2014 and research has continued ever since (Gomes et al. 2015; Peixoto et al. 2016; Oliveira et al. 2016; Canavarro et al. 2014; Pereira 2015; Pires et al. 2015; Ganga et al. 2016; Justino 2016; Santana-Pereira and Horta 2017; Marques and Góis 2013; Leite et al. 2017; Farcas and Gonçalves 2017).

There was one push factor that was particularly significant in prompting such a high number of people to leave the country during the period of economic austerity: the accentuated growth of the unemployment rate among young people. The unemployment rate among this group rose by 21 percentage points between 2008 (16.7%)

<sup>4</sup>More precisely, due to the economic and financial crisis in international markets since 2008 and the inability of the Portuguese government to incur debt at reduced rates, the Portuguese authorities requested financial assistance from the EU in 2011. An Economic Adjustment Programme was negotiated with a team of officials from the European Commission, the European Central Bank and the International Monetary Fund, together known as the Troika. Financial rescue plans were negotiated for seven countries besides Portugal, namely Greece, Cyprus, Ireland, Hungary, Latvia, Romania and Spain (cf. https://ec.europa.eu/info/business-economy-euro/economic-and-fiscalpolicy-coordination/eu-financial-assistance/which-eu-countries-have-received-assistance\_en). This financial assistance to aid economic growth and restore investor confidence was provided between 2011 and mid-2014.

and 2013 (38.1%) (PORDATA-INE 2017). By comparison, unemployment among adults aged 25–64 was lower in 2008 (6.9%) and by 2013 had increased by only 8 percentage points. At the same time, the total unemployment rate grew by 9 percentage points between 2008 and 2013, from 7.6% to 16.2% (PORDATA-INE 2017). This resulted in a shrinking labour market with far fewer job offers, pushing many working-age Portuguese nationals to emigrate in search of employment opportunities.

In qualitative terms, working conditions have become more precarious due to the austerity imposed by EU policies to combat the economic recession. More specifically, greater flexibility has been granted for indemnity where jobs have been eliminated; salaries have been cut and working hours increased; vacation and 13th-month subsidies have been reduced; and career progression has frozen (cf. Pedroso 2014). These measures were implemented to combat the deficit and reduce external dependence. Yet according to a study on the impact of austerity on the economy, the welfare state and the performance of the Portuguese state in general, these measures also instigated "more poverty, more unemployed with less benefits, [and] substantial cuts in old age pensions and the national health service: austerity and recession bring growing social problems while reducing public responses to these problems" (cf. Pedroso 2014, 1).

One of the consequences of these poorer working conditions is visible in the construction sector, which has suffered a huge decline. Because governmentsupported projects and housing construction practically came to a halt, a large number of workers were forced into unemployment and left the country. Indeed, among Portuguese people with the lowest school qualifications, those working in the civil construction sector were among those most affected by austerity, which led many of them to emigrate from 2011 onwards to Angola, Spain, the UK and France (Chap. 11 by Candeias et al. and Chap. 8 by Queirós).

Additionally, Portuguese society is one of the most unequal in the EU in terms of wealth distribution. The deceleration of GDP growth and increasing precariousness of working conditions have further exacerbated this situation (Carmo et al. 2018). The severity of unemployment in Portugal is "transforming into a structural variable that affects other economic and social dimensions, such as income inequality" (Carmo and Cantante 2015, 49).

Increased inequality in Portugal has contributed to processes of deprivation, which have not only led to the emigration of the less skilled, but also to the outflow of highly skilled, middle-class Portuguese nationals. In Portugal, as in other peripheral European countries, the middle-class is at permanent risk of sudden impoverishment (Estanque 2016). This macro-dimension factor lay behind the decision of many highly skilled Portuguese professionals in different sectors to seek employment in other countries.

In Portugal, austerity policies were accompanied by political rhetoric encouraging emigration on the part of the governments that implemented them. Thus, in 2011, politicians from the conservative coalition (*Portugal à Frente*) 5 within the

<sup>5</sup>Portugal à Frente was a right-wing electoral alliance formed by the Social Democratic Party (PPD/PSD) and CDS-PP.

11

Portuguese government encouraged young people to "leave their comfort zone" and go abroad in search of new opportunities: first, by the Secretary of State for Sports and Youth, Alexandre Mestre, who declared that "if we are unemployed, we have to leave the comfort zone, and go beyond our frontiers", and then by Miguel Relvas, Deputy Minister and Minister for Parliamentary Affairs, who affirmed that "[for] those who believe that they can find [opportunities] outside their country, in a relatively short timeframe, with the prospect of return if necessary, but who can strengthen their education, can confront other cultural realities, [this] is extraordinarily positive" (*Jornal de Negócios* 2013). These discourses encouraging departure were reinforced by the Prime Minister at the time, Pedro Passos Coelho. In the face of growing unemployment that hit young people extremely hard, particularly in the education sector, Passos Coelho suggested that unemployed high school teachers move to Portuguese-speaking countries such as Brazil or Angola, grasping the opportunities of "the Portuguese language market". Opposition political parties strongly condemned these declarations and mobilised around the topic of emigration in both their discourses and political action.

In this context of uncertainty – which comprised limited opportunities for social mobility, unstable labour market integration, a strong contraction of the welfare state, and the absence of professional opportunities – emigration emerged as a strategy adopted to overcome this socioeconomically restrictive scenario.

#### *1.3.2 South-North Emigration in Europe*

The majority of recent empirical research has focused on Portuguese nationals who have emigrated within Europe. The statistics suggest that in 2010 – and up until 2016 – more than two thirds of Portuguese emigrants resided within European countries. In terms of flows, more than 85% of Portuguese nationals who left the country during these years were migrating within Europe.

The data reveals a movement of Portuguese emigrants from Southern Europe to the North of the continent. According to King, there is a historical sequence of migration common to Spain, Greece, Italy and Portugal, which the author theorised as the "Southern European model of migration". This sequence started in the aftermath of the Second World War (King 2000), and is currently in its fourth stage, the "'New emigration' of young, well-educated people seeking employment and new lifestyle experiences in North Europe, since the nineties, accelerating after 2008 (King 2015, 139)". In King's words, the three previous stages of Southern European migration can be summarised as movements of emigration (1st phase), return (2nd phase) and immigration (3rd phase). In further detail,

Emigration, mainly low-skilled labour migration, to North-West Europe and other parts of the world (…), 1945 to the early-mid seventies. Return migration, seventies and eighties: but some forms of return are still ongoing such as 'retirement return' and the 'pseudoreturn' of the second generation, born abroad of migrant parentage. Immigration from a wide variety of countries worldwide, (…), eighties to today, but slackening off since 2008. (King 2015, 139)

In the current phase of "new emigration", King suggests that two crises have coincided, one conjunctural and another structural, both economic. The emigration of skilled young people from Southern Europe was the result of the 2008 financial crisis, but it also reflected a deeper structural crisis present for around two decades – that of graduate unemployment (King 2015, 158).

This model fits within a "centre-periphery framework", according to King in Chap. 14. The geographic peripherality of these Southern European countries combines with their economic "peripherality" to produce fragile economies, as revealed in the aftermath of the 2008 financial crisis, when their structural dependency on the economies of the "centre" – i.e. Northern and Western European countries (King 2015) – became clear. In fact, during this period the UK, Germany, France and Switzerland were the countries that most attracted the emigrants of Southern European countries (Domínguez-Mujica and Gracía 2017, 42). The dependency of these countries is also explained by the push factor mentioned earlier: the four Southern European countries have the highest youth unemployment rates in the European Union (EU) (ranging from 31% to 48% in 2015) (Bartolini et al. 2016, 3).

Some authors have already drawn attention to parallel emigration from other peripheral European countries in the same period. Starting with the southern periphery, the recent emigration of Italians has been researched from the perspective of their insertion in the labour market of their destination country, such as Germany (Castellani 2018). The recent emigration of Spanish nationals to the UK, Germany, Norway and other core countries has been studied with a focus on the highly skilled, among other themes (Christiane and Oliver 2017; Cortes et al. 2015; Bygnes 2015; Faraco Blanco 2014; González-Ferrer 2013; Herrera 2014; Ros 2013). From the Western periphery, the recent emigration of Irish nationals – mainly to the UK – has been profiled and related to previous cycles of Irish emigration (Glynn et al. 2013). Other researchers have developed comparative analyses of emigrants from Southern and Eastern European peripheral countries to Western and Northern European countries following the crisis of 2008, which has opened up broader perspectives on migratory dynamics within the European continent (Bygnes and Erdal 2017; Bartolini et al. 2016; Lafleur and Stanek 2016; King et al. 2016; Parutis 2014; Raffini 2014; Triandafyllidou and Gropas 2014; Triandafyllidou and Isaakyan 2016).

Although there are similarities, there are also significant differences between the Southern European countries with respect to migration which will be further analysed in the following sub-section. As Jean-Michel Lafleur and Mikolaj Stanek observe in their book, *South-North Migration of EU Citizens in Times of Crisis:*

transformations between pre and post crisis in migration patterns are not uniformly visible in the case of Southern European countries. The case of Portugal differs significantly from others due to the larger volume of migration flow compared to its overall population. [...] Unlike other Southern EU Member States, migration from Portugal has never ceased. (Lafleur and Stanek 2016, 217)

In Chap. 5, Pereira compares the emigration of Portuguese nurses with that of Spanish, Italian and Romanian nurses occurring at the same time and heading to the same core countries in Europe. By combining data on both emigration and immigration, Pires compares the overall migration profile of Portugal with that of other European countries in Chap. 2. He concludes that Portugal is placed not in a similar position to that of Southern European countries but rather to that of Eastern European countries, whose populations mainly move out and into which few immigrants move in. This contrasts with the other Southern European countries, where people leave to other countries but a considerable number of immigrants also enter.

## *1.3.3 Reassessment of the "South European Model" of Migration for the Portuguese Case*

The South European model of migration was developed at a time, around 1990, when these countries were all predominantly sending countries – countries of emigration – but were also starting to become receiving countries – countries of immigration (King 2000). The model enabled researchers to identify that all of these countries had experienced similar migration processes since the aftermath of the Second World War, as described above.

With the financial crisis of 2008 and the ensuing austerity policies, there was a visible increase in the number of those leaving Southern European countries while at the same time immigrants and refugees continued to arrive, although these latter flows were not observed in the Portuguese case. In Portugal there was an exponential increase in Portuguese nationals as well as immigrants leaving the country, but the number of entries of migrants into the country fell (cf. Pires and Espírito-Santo 2016). The post- financial crisis immigration movements of 2008 differentiated Portugal – which had a low volume and flow of immigration – from the trend observed in Spain, Italy and Greece, where migrants continued to arrive in larger numbers.

For this reason, in the comparison of the gross emigration rate with that of the immigration rate in each country, Spain, Italy and Greece fall under the migratory profile of countries with more immigration than emigration, while Portugal is among the countries with more people leaving than entering. In terms of the balance between emigration and immigration, Spain, Italy and Greece have profiles similar to those of Belgium, France, Holland and Slovenia, where immigration surpasses emigration. By contrast Portugal, with a high gross emigration rate (23%) and low gross immigration rate (8%),6 has a migratory profile more similar to that of Lithuania, Romania, Bulgaria and Poland (see Fig. 2.10 in Chap. 2, by Pires).

<sup>6</sup>Gross emigration rate: stock of permanent emigrants in any given year as a percentage or a ratio of the resident population of the country of origin in this same year. Gross immigration rate: stock of permanent immigrants in any given year as a percentage or as a ratio of the resident population of the destination country in this same year.

The particularity of Portugal's position within global migration patterns has also been studied in the context of the Lusophone migration system, in which Portugal has migration networks with countries in the Global South where the Portuguese language is spoken, such as Brazil and Angola (Góis and Marques 2009). Recent re-emigration from these two countries is analysed in Chaps. 10 and 11. This data and the results of research presented in this book suggest that it is important to reassess the application of the South European model of migration to Portugal.

#### *1.3.4 North-Global South Emigration*

North-South emigration is another of the features that distinguishes Portugal from other Southern European countries. Today's emigration to Angola, Mozambique and Brazil continues to receive little attention from researchers (Åkesson 2016; Santos 2013; Peixoto et al. 2016). In Chap. 11, Candeias et al. show that within the growth process of Portuguese emigration that led the country back to negative net migration in 2010, outflows to the Global South, although not dominant, played a relevant role. These flows – clearly stimulated by the 2005–2015 economic recession as well as by the severe austerity measures applied between 2011 and 2014 – were mainly to Portuguese-speaking countries, especially Angola, which was the main destination (despite the fall in migration flows observed after 2013–2014).

The authors demonstrate that, from a broader theoretical perspective, recent migration from Portugal (a former metropolis) to Angola (a former colony) is a strong example of North-South migration that challenges some classical premises espoused by both migration theories and post-colonial studies. The profile of emigration that emerges seems to support the theory that the emergence and development of North-South migratory movements relate to the economic expansion and increasing integration of parts of the Global South into global economic, political and even technological networks. At the same time, the authors find little evidence to back up the theory, suggesting that recent Portuguese emigration to Angola is largely a form of ancestral return, that is, a form of migration that mostly involves people who have some kind of specific ex-ante knowledge of and/or affective bond with Africa connected to previous migratory processes involving family or friends who settled there during the colonial period.

Rosales and Machado (Chap. 10) look into the transatlantic movements between Portugal and Brazil, arguing that despite the differences between new and former contingents, history, the existence of colonial and post-colonial ties, and the shared language seem to play an important role for emigrants. The postcolonial representations of the "new" emigrants reproduce "old" colonial reifications of a stratified relationship, expressed nowadays in the derogation of some Brazilian institutions and the simultaneous exoticization of the "Brazilian easy way of life".

## **1.4 Highly-Skilled and Less Skilled Migration Along New and Old Routes of Portuguese Emigration**

In both academic research on recent Portuguese emigration and in the media, increasing attention has been given to highly-skilled people leaving the country even though many Portuguese people with only elementary or secondary education continue to emigrate. In this section we summarise the available statistics, we compare the level of education of Portuguese nationals with that of other immigrants within the same country and also with Portuguese nationals in other countries.

Skilled Portuguese workers' main reasons for emigration are varied and are principally (i) to get a job, (ii) to work in their area of education, (iii) to study, or (iv) to progress in their professional career. These drivers of migration have been revealed by recent research projects on Portuguese emigration in times of crisis (Ganga et al. 2016; Oliveira et al. 2016; Peixoto et al. 2016; Pereira et al. 2015; Lopes 2014; Pereira 2015).

Between 2001 and 2011 there was considerable growth (70%) in the proportion of Portuguese-born migrants with high educational attainment, i.e. a shift from 7% to 11%. Still, Portuguese migrants with a basic level of education make up the largest group (62%).  The most recent statistics about qualifications among Portuguese emigrants are those from the 2011 census, which were harmonised for analysis by the OECD through the DIOC database. However, the latest censuses refer to Portuguese emigrants who are already residents in their destination countries and do not include those who have recently arrived there.

The pattern of Portuguese skilled migrants is very heterogeneous and varies according to their destination country, as Pires shows in Chap. 2. In 2010/2011 the proportion of Portuguese-born migrants with high educational attainment was 7% in France, 6% in Switzerland and 4% in Luxembourg, compared to 38% of those living in the United Kingdom. The two main current destination countries, the UK and France (in terms of permanent inflows, 2016), thus have very different profiles when it comes to the qualifications of Portuguese nationals residing there: 38% and 7% respectively have higher education qualifications. In France the proportion of Portuguese immigrants with only basic education (70%) is much higher than the proportion of those with higher education, while in the UK the proportions are similar, with 35% having only basic education (Cândido 2018, 11).

We may compare Portuguese emigrants with the other immigrants living in the same destination country in order to achieve a broader, more comparative, analysis. In a study about the USA, Espírito-Santo and Pires show that, like immigrants from Latin American countries, Portuguese emigrants tend to have low levels of formal education – in contrast to the generally high qualifications of European and Asiatic immigrants (Espírito-Santo and Pires 2014, 49, 61). This is understandable when we take into consideration the low formal education levels of the Portuguese in the 1970s, the time of the largest outflow to the USA (idem, 49). But so far studies of

Portuguese emigration have lacked comparisons with other immigrants within the same country, and for that reason few illustrative cases are presented in this book.

On another scale of comparison, of all destination countries for Portuguese emigrants, in 2001 the UK had the largest proportion of qualified Portuguese nationals (19%) followed by the USA (11%) (Espírito-Santo and Pires 2014, 69). In her chapter in this book, Delicado shows that the USA and UK have been the top destinations for Portuguese scientists. In 2011 the countries with the largest proportion of highly qualified Portuguese immigrants were the ones in which the Portuguese arrived recently, i.e. 1 year ago or less, such as UK and Norway (Observatório da Emigração 2015).

Moreover, the largest increase in Portuguese emigration happened from 2010 onwards and thus, unfortunately, there is still no census data that reflects this movement. The only data available on Portuguese emigrants who have recently entered into European countries that record their school qualifications are those from France, relating to 2012. The Portuguese were the lowest qualified among all recently-arrived immigrants, together with the Turkish: in both cases only 14% had higher education (Brutel 2014).

Only in the next censuses will we be able to access more accurate information about the qualifications of Portuguese emigrants who left the country from 2011 onwards. As the UK is the main destination and at the same time the country with the highest number of qualified Portuguese emigrants, we estimate that the number of Portuguese emigrants with higher education will have increased in this country. Once new census data is released we will also be able to assess the effects of Brexit, and in particular the impact of restrictive UK immigration policies on the entry of Portuguese emigrants into the country.

When it comes to the relation between qualifications and occupations, most Portuguese emigrants have predominantly less skilled jobs. This is related to the fact, mentioned earlier, that the majority have either only basic or medium levels of education. In 2010/2011, only about a fifth (19%) of employed Portuguese-born migrants had highly- or very highly-skilled occupations (managers, professionals and technicians). Still, as happens with the variable of qualifications, this highlyskilled occupational structure7 is very different across destination countries, ranging from 10% in Luxembourg and 27% in United Kingdom to more than 40% in Denmark, Sweden and Ireland (Observatório da Emigração 2015, 94–96).

Two of the three chapters on skilled emigration in this book reveal that the United Kingdom is the top destination for a particular professional group of Portuguese emigrants: for Portuguese nurses, according to official statistics – Chap. 5, by Pereira – and, together with the United States, for Portuguese scientists, according to a survey – Chap. 7, by Delicado. The "new" emigration of highly skilled Portuguese emigrants along an "old" route – to France – is analysed in Chap. 6 by Lopes.

<sup>7</sup> ISCO 1/2/3 (OECD levels of classification).

#### **1.5 What This Book Is about**

The book is divided into five parts, with 14 chapters organised by themes related to recent Portuguese emigration:

The first section presents a broad perspective on the new profiles of Portuguese emigration. These chapters relate the austerity measures taken following the financial crisis to increased levels of Portuguese emigration, and offer insights on the position of Portugal as a sending country in one of Europe's peripheries. They also address issues related to the country of origin, such as return migration and emigrants' rights to political representation in Portugal.

In Chap. 2, "Portuguese Emigration Today", Pires theorises about recent Portuguese emigration and immigration. He also discusses its evolution since 1974, the year that the Portuguese government stopped being a dictatorship and became a democracy, paving the way for new migratory dynamics. He bases his analysis on a statistical data set drawn both from origin and destination countries as well as international organisations. His first main finding is that Portuguese emigration became mainly European. Portugal's entry into the Eurozone and the financial recession towards the end of the last decade led to a reduction in job creation, and emigration consequently accelerated as way of filling this gap. Pires concludes that Portugal's position is similar to that of East European countries, where the population mainly leaves and few foreigners enter, resulting in a strong negative net migration rate – the inverse of what happens in most West and North European countries. He finishes by discussing migration and demography, and by proposing public policies concerning emigration and immigration.

Chap. 3, "New emigration and Portuguese society: transnationalism and return", by Peixoto et al., presents findings of a research project on Portuguese emigration carried out from 2013–2015 called "Back to the future: new emigration and its relationship with Portuguese society". It analyses Portuguese emigrants who moved to countries in Europe (UK, France and Luxembourg), South America (Brazil), and Africa (Angola and Mozambique). Based on a large-scale questionnaire survey with more than 6000 respondents the authors characterise recent Portuguese emigrations. Moreover, they analyse the official statistics from the Portuguese Census in 2001 and 2011 on returning emigrants. These extensive methods were complemented by 45 semi-structured interviews.

This broad sample taken from six countries provided a comparative perspective on the "new" routes of Portuguese emigration. More precisely, on the kind of transnational relationship the new emigrants have with Portugal based on the links they maintain with their home country and new patterns of return.

The first main conclusion is that the new emigrants engage in two main transnational practices: visits to the country of origin and remittances. While it is possible to identify changes in the mobility patterns of some emigrants and an eventual decrease in their transnational financial practices with Portugal, other emigrants keep the home country as a reference point of their social lives and hold on to returning as a goal.

The second main conclusion concerns the number and diversity of returns. Between 2001 and 2011 more than 233,000 Portuguese emigrants returned to Portugal. One key profile is embodied by the Portuguese emigrants who returned from traditional destinations in the 1960s and 1970s, such as France, who are mostly from older age groups, have low levels of formal education, and are retired. These characteristics constitute the most representative returnee profile, accounting for 48% of the total over the decade. The second main profile is embodied by the Portuguese emigrants coming from new emigration destinations (39%), such as the UK and Spain, who are mainly young adults with heterogeneous skills. Compared to emigrants matching the previous profile they have more formal education, are younger, are more often men and more often unemployed. The third key profile is of returnees (13%) from countries both within Europe (e.g. Italy) and outside Europe, the so-called "Lusophone" countries (e.g. Angola and Mozambique). They are mostly male, with an average age between that of the previous two profiles, and have the highest level of education.

In Chap. 4, "Portuguese Emigrants' Political Representation: The Challenges of the External Vote", Lisi et al. analyse the e representation of Portuguese emigrants in home-country elections during the democratic period (1976–2017). Over the last few decades, emigrants across the globe have gained expanded voting rights in home-country elections. The authors analyse the evolution of external voting both during the "old" waves of emigration (external voting was implemented in 1976, at the beginning of the third wave of Portuguese migrating abroad) and during the "new", recent wave of emigration. Furthermore, they evaluate the performance of the electoral system and the current limitations of Portuguese emigrants' political representation.

Lisi et al. suggest that a combination of political and socio-economic factors explains the implementation of external voting in the Portuguese case. The interests of political parties and the low level of civil society engagement lie behind the failure of electoral reforms and of attempts to overcome the shortcomings of external voting. The new wave of Portuguese emigration has reopened the debate about emigrants' political representation, leading recently to the expansion of eligibility and reassessment of voting methods.

The second section of the book takes a deeper look at the labour market insertion of highly skilled and less skilled Portuguese emigrants.

In Chap. 5, "A New Skilled Emigration Dynamic. Portuguese Nurses and Recruitment in the Southern European Periphery", Pereira presents the role of recruitment agencies in the profession apparently most affected by recent skilled emigration: nursing. The author combines intensive and extensive methodologies. She collected official statistics from the six main destination countries and analysed the evolution of outflows of Portuguese nurses – most of whom were women. In addition, she conducted ethnography in London, interviewing and doing participant observation among qualified Portuguese emigrants in 2013, and later interviewing 20 Portuguese nurses in 12 countries by Skype. Pereira proposes that the recent mass emigration of nurses is a trend common to other peripheral countries in Europe, namely Spain, Italy and Romania. The majority of nurses from all these countries, and likewise the Portuguese, have moved to the UK. Secondly, Pereira argues that this happened mainly due to a macro "pull factor", when the UK put up obstacles to employing nurses from outside European countries – historically the Philippines and India – and recruiters had to search inside the European continent.

In Chap. 6, "Migrating to Complete Transitions. A Study of High-Skilled Youth Migration to France", Lopes argues that Portuguese youth emigrate as a way to complete the transition to adulthood. He focuses on skilled Portuguese emigrants who have moved to France, using extensive and intensive methodologies – namely a questionnaire survey and biographical interviews. Teixeira Lopes' main finding is that a strong push factor prompting young people to leave the country is the "blocked transition to adulthood". This means encountering impediments to finding a stable job in the country and the consequent difficulty of becoming economically independent, marrying and parenting. Emigrating to France allows these young people to fully become "adults".

In Chap. 7, "'Pulled' or 'Pushed'? The Emigration of Portuguese Scientists", Delicado's main finding from the analysis of outflows of Portuguese scientists is that Portugal is a semi-peripheral country according to the definitions of migrationsystems theory. The country both receives and sends scientists abroad, but many more researchers have left the country than have moved to Portugal. Delicado collected national statistics and has combined these with data from a questionnaire survey and in-depth interviews. Setting these migrations in the context of scientists' international mobility, she compares the role of pull and push factors in their decision to move, mainly to the USA and UK. Delicado ends by deepening the articulation between the macro perspective of national and international policies and the micro perspective of the scientists interviewed, critically analysing the advantages and disadvantages of the brain drain from peripheries to centres.

In Chap. 8, "Working Class Condition and Migrant Experience: The Case of Portuguese Construction Workers", Queirós lends visibility to a very significant social reality, but one that has remained practically invisible: the contemporary experience of Portuguese male construction workers abroad. The outputs are based on a multi-sited ethnography that took place during two different periods: the first between 2007 and 2008, when these workers moved from Portugal to Spain; and the second in 2014, when they re-emigrated to France after the financial crisis. These outflows to Spain and France reflect the global trend of Portuguese emigration in general, for which Spain became the top destination in the early 2000's and France one of the main five countries the Portuguese moved to after austerity policies were implemented in Portugal in 2011, as Pires shows in his chapter. Queirós'

first conclusion is that the emigration of construction workers in both countries is temporary and circular; the author calls them the true "nomads" of today. Queirós' second conclusion is that the new work patterns and work-related mobilities ushered in by recent transformations in the civil construction sector – both at national and European level – apparently reinforce the subordinate integration of southern countries' economies and their workers in the larger European economy. This is due to existing social and economic inequalities between the sending and receiving countries inside the EU. He relates how the collective feeling of inferiority and the interiorization of social inequalities makes the moral and physical violence of everyday life in the workplace "normal", so it becomes naturalised. His final conclusion is that these work-related transformations – which lead to job instability and constant socio-geographic displacement – have a negative impact on workers' production rhythms as well as on their self-esteem.

In Chap. 9, Marques analyses the "Entrepreneurship among Portuguese nationals in Luxembourg". The majority of the small businesses owned by Portuguese emigrants are hotels and restaurants, followed by trade and construction companies. Entrepreneurship is particularly visible and important for labour integration in a country where the Portuguese are the largest immigrant population. The data is based on a survey carried out in 2012. Marques presents two main conclusions. First, transnational relations are weak because of the divergence between the time of demand and the time of supply of goods and services – and this is due to the type of business activity that predominates among these emigrants, i.e. mainly activity in the retail and hotel sectors. Secondly, these migrants' entrepreneurial activities have arisen from the identification of specific opportunities in the labour market, where they worked previously as employees, and the low level of bureaucratic difficulties they face.

The third section explores a distinguishing feature of Portuguese emigration: the "new" movements to "old" (former) colonies, namely Brazil and Angola.

In Chap. 10, "Contemporary Portuguese Migration Experiences in Brazil: Old Routes, New Trends", Rosales and Machado deepen our understanding of postcolonial settings through the perspective of Portuguese emigrants who have recently moved to São Paulo and Rio de Janeiro in Brazil. The data are drawn from a multisited ethnography of Portuguese emigrants from Lisbon and Porto living in these two cities, combined with questionnaires and statistical analysis. This old route, to Brazil, was the main path followed by the Portuguese for more than a century, from about 1850 until 1960. After 2011 the Portuguese once again started to emigrate to Brazil. While an old destination, there are now new trends in the social stratification of Portuguese emigrants who have moved to Brazil, as well as in their identities and strategies. Furthermore, their cultural practices are heterogeneous and differ between the two Brazilian cities. The authors conclude that in spite of new Portuguese emigrants having different tendencies to the "old" ones, colonial representations also structure their postcolonial perceptions of Brazil.

In Chap. 11, "Portuguese emigration to Angola (2000–2015): Strengthening a specific postcolonial relationship in a new global framework?", Candeias et al. present and discuss the contours and characteristics of recent Portuguese emigration to this African country (2000–2015). The chapter begins with a brief historical, demographic, social and political survey of Angola that also clarifies the migration nexus between Portugal and its former colony. The chapter's second part contextualises Portuguese emigration to Angola based on available statistics and on reviews of existing academic literature. The third section analyses the migration process and emigrant profiles. The study relies primarily on data gathered in a questionnaire survey involving a sample of 579 Portuguese citizens who migrated to Angola between 2000 and 2015. Particular attention is given to indicators concerning the dynamics of integration, the relations that the emigrants continue to uphold with Portugal and also the complex post-colonial nature of the process, which involves explicit and implicit links with the pre-independence period. Some of the chapter's main conclusions enable us to draw up a profile of Portuguese migrants in Angola: they are mostly male, over 35 years of age, and have a considerable level of academic and professional qualifications; also, most of them moved to Angola for professional reasons.

The fourth section of the book addresses the identities both of Portuguese emigrants in North America and of emigrants' descendants, the called "second generation".

In Chap. 12, ""I Was Enthused When I 'Returned' to Portugal, but I'm Leaving Disillusioned": Portuguese Migrant Descendant Returnees from Canada and Narratives of Return, Re-return and Twice Migration", Sardinha analyses the young Canadian descendants of Portuguese emigrants who decided to move to Portugal at the beginning of the twenty-first century. They are descendants of Portuguese migrants who went to Canada during the second wave of emigration. This was the period during which the highest number of Portuguese nationals moved to Canada: the early 1970's (cf. Vidigal 2018, 5). Afterwards, many emigrants decided to return to the country in the 1980s, 1990s and 2000s, as did their sons and daughters – the focus of this chapter. Sardinha's research draws on in-depth interviews carried out longitudinally from 2008 to 2015. He explores their processes of integration and perceptions of Portuguese society. He finds that with the economic crisis the migrant descendants questioned their settlement, with some going back to Canada and others migrating to other countries. The descendants idealised a mythical notion of their parents' homeland nurtured by transnational activities related to Portugal in Canada, by holiday visits, and by the narrative of prosperity and modernity about the country that spread between the international events of Expo 1998 and the Euro 2004 football tournament, which made Portugal attractive to immigrants. On emigrating to Portugal they were confronted with everyday life in the country and further disillusionment with the bureaucracy and limitations in the job market. Sardinha concludes that these descendants decided to leave Portugal by making use of their transnational social capital and reactivating transnational networks.

In Chap. 13, "*An Immigrant in America Yes, But Not an Emigrant in My Own Country!* The Unbearable Weight of a Persistent Label", Cordeiro examines the interplay of simultaneously being a Portuguese "immigrant" in the USA and an "emigrant" from the USA in Portugal. As "two faces of the same coin", these two categories reveal symbolic relations of power. The author describes ongoing ethnographic fieldwork in Greater Boston, where she has researched the relations between identity, ethnicity and migration. In the case of the Portuguese-American in the USA, their status as "immigrants" in this huge "nation of immigrants" is perceived positively and used proudly; while in the homeland, Portugal, being an "emigrant" carries with it an historical (mis)representation of having left the country due to economic difficulties and low levels of formal education, and is thus generally a stigmatised category. The author concludes that perceptions of these two concepts, immigrant and emigrant, go beyond the dictionary definition used in migration statistics. The content of these categories differs according to migrants' nationalities and according to social and historical contexts.

The final reflections by King in Chap. 14, "New Migration Dynamics on the South-Western Periphery of Europe: Theoretical Reflections on the Portuguese Case", set "new" and "old" Portuguese emigration within a broader comparative framework. First, King contextualises the historical evolution and geographical destinations of Portuguese emigration within the comparative perspective of the "Southern European migration model". He details the model's four stages, showing how the countries from the southern periphery of Europe (Spain, Italy, Greece and Portugal) have structural aspects and processes in common. Secondly, King theorises Portuguese emigration, demonstrating how it fits into the core and (semi-) periphery systems. His main finding is that what distinguishes Portugal from the other Southern European peripheral countries is the "coexistence of Portugal's status as the metropolitan core of a (post)colonial periphery and its (semi)peripheral situation within Europe". King goes through the book's chapters, drawing links with existing studies of migration. He concludes by identifying what is missing from ongoing studies of Portuguese emigration, laying out a research agenda for future studies to address: the spatial origins of the emigrants in the country, return migration, the question of gender, and the relationship between emigration and economic and social development.

This edited volume draws attention to this new historical period of Portuguese emigration. Each of its chapter helps us reflect on the complex features of Portuguese emigration today, raising new questions that we hope may inform future debates.

**Funding** The proofreading of this chapter was funded by the Portuguese Emigration Observatory (Observatório da Emigração).

#### **References**

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# **Part I New Patterns of Portuguese Emigration: A Broad Perspective**

## **Chapter 2 Portuguese Emigration Today**

**Rui Pena Pires**

#### **2.1 A European Question**

Ever since the mid-nineteenth century, Portugal has been a country of emigration. In Portuguese emigration's long history, we may identify various different phases and periods of interruption – as well as various relations with the more recent, and less enduring, dynamics of immigration.

Until the mid-1960s, emigration was above all intercontinental, with the Americas and the then colonies in Africa the main destinations. With two significant periods of interruption brought about by the world wars, Portuguese transatlantic emigration sought out Brazil as its leading destination for over a century. The United States, Canada and Venezuela were also significant destinations in successive periods over this time. In the case of Africa, over 300,000 Portuguese citizens emigrated in the 1950s and 1960s, heading to Angola and Mozambique in particular.1

In the period after World War II, and more emphatically from the 1960s onwards, Portuguese emigration became essentially European. Flows to other more developed European countries have remained predominant ever since – though they were interrupted in the decade following the 1974 revolution and advent of democracy, when there was only residual emigration – and have intensified throughout the first decades of the twenty-first century.

In the 1960s and early 1970s France was Portuguese emigrants' main destination, although there were also significant flows to Germany and, on a lesser scale, to

<sup>1</sup>On the history of Portuguese emigration, see Peixoto (2000); on immigration to Portugal, including those repatriated from the former colonies, see Pires (2003); for a combined examination of emigration from and immigration to Portugal, see Pires et al. (2011).

R. P. Pires (\*)

Instituto Universitário de Lisboa (ISCTE-IUL), Centro de Investigação e Estudos de Sociologia (CIES-IUL), Observatório da Emigração, Lisbon, Portugal e-mail<EMAIL_ADDRESS>
C. Pereira, J. Azevedo (eds.), *New and Old Routes of Portuguese Emigration*, IMISCOE Research Series, https://doi.org/10.1007/978-3-030-15134-8\_2

Luxembourg. The resumption of European outflows following their cessation in the 1970s and 1980s was initially slow and focused on new destinations: Switzerland, right after 1979 (Marques 2016); Germany, in the years of reconstruction that followed the fall of the Berlin Wall – emigration to which peaked in 1996 (Candeias 2017); and, in this century, initially Spain and then the United Kingdom and France.

While it remains more concentrated in these destinations, Portuguese emigration today has spread to practically every country in Europe. Meanwhile intercontinental outflows have fallen to very low levels. The only exceptions worth noting are the recent increases in the number of departures for Angola and Mozambique, currently the only non-European countries in the top ten destinations for Portuguese emigrants.

The European shift of Portuguese emigration in the wake of World War II accompanied the continent's general transformation into a pole of attraction for labour migration, in particular for those from the Mediterranean's peripheries (Castles et al. 2014, ch. 5). These movements were first interrupted after the 1973 oil shock and the consequent adoption of more restrictive immigration policies. In Portugal this coincided with the 1974 revolution, which gave rise to widespread expectations of socioeconomic improvements. The result of these changes, both domestically and across Europe, was the abrupt and almost complete suspension of Portuguese emigration.

The same period also saw the beginning of the contemporary history of immigration to Portugal, hitherto only a residual population movement. This began with the arrival, in a little over a year, of half a million Portuguese repatriates from the former colonies, referred to as the "*retornados*" (returnees), the overwhelming majority of whom came from Angola (61%) and Mozambique (34%). After this there was, successively, post-colonial immigration from Africa – above all from Angola, Cape Verde and Guinea Bissau; immigration from Europe from the mid-1980s; immigration from Brazil, which has continued until the present day, though with major changes in composition; and immigration from Eastern Europe concentrated primarily around the turn of the century. Over the four decades since the 1974 revolution, these successive movements have been the source of around 400,000 immigrants to Portugal, fewer than were repatriated in just a single year from the former colonies.

The coincidence of sharp reductions in emigration and increases in immigration helped render the former invisible for more than two decades (Peixoto et al. 2016b). Towards the end of the twentieth century, the public perception of Portugal as a country of immigration was superimposed onto the historical image of the country as a nation of emigrants. Emigration nevertheless began to grow again continuously from the 1980s, particularly after Portugal joined the then European Economic Community in 1986. This growth was, however, far more concentrated on European destinations than in the earlier phase.

At the beginning of the 1990s, emigration and immigration grew in tandem and became structurally interdependent (Pires 2003, 147–151). On the one hand, highlyskilled nationals from developed European countries were migrating to Portugal, in many cases only temporarily. The counterpart to this was an outflow of low-skilled Portuguese workers heading to the same European countries that, as mentioned earlier, had resumed in the mid-1980s. On the other hand, low-skilled workers from

Portuguese -speaking African countries settled in Portugal (labour migrations), while a number – difficult to determine – of highly-skilled Portuguese migrants headed in the opposite direction, notably under the auspices of cooperation agreements.

The process of European integration was crucial to establishing this dominant pattern of international migration to and from Portugal. Firstly, this integration facilitated European labour mobility that, due to wage differentials, drove the resumption of low-skilled Portuguese emigration to more developed European countries in the mid-1980s. Secondly, the availability of European funds for the construction of infrastructure underpinned growing demand for low-skilled workers, which was increasingly met by immigration from Africa. Thirdly, this integration accelerated the Portuguese economy's internationalisation and boosted foreign direct investment in the country, which was a decisive factor in encouraging the migration of professionals from Western Europe.

European integration also produced a short but intense flow of immigration in the first years of the twenty-first century from Eastern Europe (Ukraine and, on a lesser scale, Romania and Moldova), as well as the inland regions of Brazil. From 2002, however, the history of immigration in Portugal has been one of sharp and sustained decline in tandem with an acceleration and diversification of Portuguese emigration. Portugal ceased being a country of immigration and returned to its historical position as a nation of emigrants in terms of both statistics and public perception.

By 2010/2011, this new emigration reality had already taken shape. In particular, Portuguese emigration had already completed its transformation into a European phenomenon. Not only were European countries now home to over two-thirds of Portuguese emigrants; Europe was also the destination for over 85% of emigrants who left Portugal in 2010. Of the remaining Portuguese emigrants, 30% lived in North and South America and only 3% in the rest of the world. The total proportion of emigrants born in Portugal and living in Europe rose from 16% in 1960 to 67% in 2010 (see Figs. 2.1 and 2.2). In the same period, the total number of emigrants born in Portugal living abroad multiplied by 2.3, while the numbers resident in Europe multiplied by nine, surging from 165,000 in 1960 to over 1.5 million in 2010.

According to estimates by the United Nations, the number of Portuguese-born emigrants stood at 2.3 million in 2015.2 This population is highly diverse, reflecting the history of its constitution summarised above. The rounded data from the 2000/2001 and 2010/2011 censuses allow us to distinguish three groups of destination countries (see Table 2.1).3

First, there are countries with large Portuguese emigrant populations that are ageing and in decline due to the substantial reduction in outflows from Portugal: this is the case with countries in the Americas, such as Brazil, Canada, the United States

<sup>2</sup>United Nations, DESA, Population Division: International Migrant Stock (the 2015 revision). [www.un.org/en/development/desa/population/migration/data/estimates2/estimates15.shtml]

<sup>3</sup>For a more detailed exploration of the census data on Portuguese emigrants in OECD countries in 2000/01 and 2010/11, see the Emigration Observatory (2015, 77–106).

**Fig. 2.1** Evolution of the Portuguese emigrant population, 1960–2010. Source: United Nations, Department of Economic and Social Affairs (2012), Trends in International Migrant Stock: Migrants by Destination and Origin (United Nations database, POP/DB/MIG/ Stock/Rev.2012); The World Bank, Global Bilateral Migration Database; INE, General Population Censuses of Angola and Mozambique

**Fig. 2.2** Evolution of the Portuguese emigrant population in Europe as a percentage of the total Portuguese emigrant population, 1960–2010.

Source: United Nations, Department of Economic and Social Affairs (2012), Trends in International Migrant Stock: Migrants by Destination and Origin (United Nations database, POP/DB/MIG/ Stock/Rev.2012); The World Bank, Global Bilateral Migration Database; INE, General Population Censuses of Angola and Mozambique

and, on a lesser scale, Venezuela, as well as Australia. In all of these countries, too few Portuguese immigrants are arriving nowadays to compensate for deaths and for the eventual movements of return and re-emigration.

Second, there are countries with large ageing but growing Portuguese emigrant populations. These are countries that have experienced a resumption of Portuguese

**Table 2.1** Stock of Portuguese-born emigrants in some destination countries: sociodemographic indicators, 2000/2001 and 2010/2011

Source: Eurostat, Census Hub; United Nations, CEPAL, banco de datos en línea sobre investigación de la migración internacional en América Latina y el Caribe (IMILA); the Portuguese Emigration Observatory (Observatório da Emigração), data by OECD, Database on Immigrants in OECD Countries, DIOC 2000/2001 (File A2) and DIOC 2010/2011 (Rev 3)

emigration that in recent years has been sufficient to invert trends towards the stabilisation or reduction of the population, but which has been insufficient to compensate for ageing caused by the sharp fall in new immigrants in the post-1974 period. Countries such as France, Germany and Luxemburg fall into this group.

Finally, there is a set of new emigration countries with young and growing Portuguese populations that are already experiencing variable patterns: Switzerland, the United Kingdom and Spain. Of the three, Switzerland is the country with the longest experience of high levels of Portuguese emigration. The United Kingdom has now become the main destination of Portuguese emigration following a period of major growth between 2011 and 2013. Spain, which was the main destination for Portuguese emigrants in this century prior to 2008, experienced a decline in Portuguese immigration due to the effects of the economic crisis on the construction sector, which had attracted low-skilled manual labour in the preceding period. But Portuguese immigration to Spain has been picking up since 2014, the first of three successive years in which it grew by over 10%.

In summary, the characterisation of contemporary Portuguese emigration as a "European phenomenon" has a dual significance. On the one hand, it refers to the fact that Portuguese emigration today is almost entirely (over 85%) directed towards other European countries. On the other hand, it signifies that the number of emigrants born in Portugal and living in the American countries that were the destinations for large pre-1960 intercontinental emigration movements are now ageing at a rapid rate and in decline in terms of their absolute numbers.

**Fig. 2.3** Permanent outflows of Portuguese emigrants, 2001–2016. Source: Estimates by the Portuguese Emigration Observatory (Observatório da Emigração) based on destination countries permanent inflows data

#### **2.2 Recession and Migration**

The return to high levels of emigration over the course of this century has so far been interrupted only between 2008 and 2010, the years of the global financial crisis and economic recession. The period between 2010 and 2013 saw the highest rates of growth in Portuguese emigration since the 1960s. From 2014, emigration experienced a slight downturn even while remaining at a high level: over 100,000 departures annually, equivalent to 1% of the country's population (see Fig. 2.3).4

The stagnation of economic growth in Portugal after it joined the Euro – and the consequent downwards pressure on public investment (Lourtie 2011) and its effects on the job market – explain the first phase in the growth of emigration through to 2008. There is clearly a strong connection between job market dynamics and Portuguese emigration. Throughout the twenty-first century, emigration trends have been correlated negatively with the employment rate and positively with the unemployment rate (see Figs. 2.4 and 2.5). The same job market dynamics that favoured emigration hindered immigration. The symmetry is almost perfect, with immigration decreasing as the unemployment rate rises and correspondingly increasing whenever the employment rate picks up (see Figs. 2.6 and 2.7).

Between 2008 and 2010, emigration decreased despite the shrinkage of the job market. This short and temporary break in the link between migratory dynamics and the job market reflects the differences between the financial crisis of 2008–2010 and the deeper sovereign debt crisis that extended through to 2014. The financial crisis, which was global in scope, reduced the role of international migration as an

<sup>4</sup>On Portuguese emigration in the 21st century, see the the Portuguese Emigration Observatory (Observatório da Emigração) data as well as the studies and reports available at [http://observatorioemigracao.pt/np4/]; see also Justino (2016).

**Fig. 2.4** Employment rate and migration outflows, Portugal, 2001–2016. Source: Pordata, data from Instituto Nacional de Estatística [National Institute of Statistics] (employment rate) and the Portuguese Emigration Observatory (Observatório da Emigração) (outflows)

**Fig. 2.5** Unemployment rate and migration outflows, Portugal, 2001–2016. Source: Pordata, data from Instituto Nacional de Estatística [National Institute of Statistics] (unemployment rate) and the Portuguese Emigration Observatory (Observatório da Emigração) (outflows)

alternative to diminishing domestic employment opportunities and rises in unemployment: in sum, potential Portuguese emigration had fewer viable destinations.

This temporary reduction in international migration in the wake of the 2008–2010 financial crisis was not specific to Portugal but rather a generalised phenomenon that was particularly acute in the European Union as detailed by the OECD report: "The economic downturn marked a decline in permanent regulated labour migration flows of about 7%, but it was free-circulation movements (within the European Union) and temporary labour migration which saw the biggest changes with falls of 36% and 17%, respectively, for 2009 compared to 2007 (OECD 2011, 30)".

**Fig. 2.6** Employment rate and migration inflows, Portugal, 2001–2016. Source: Pordata, data from Instituto Nacional de Estatística [National Institute of Statistics]

**Fig. 2.7** Unemployment rate and migration inflows, Portugal, 2001–2016. Source: Pordata, data from Instituto Nacional de Estatística [National Institute of Statistics]