Thursday, March 12, 2020

Thoughts on Canadian politics post the 2019 election

National political context emerging from 2019 election

Polling during the 2019 election left many with the impression that the Liberal government was on the ropes. However, the distortions of the first past the post system disguised the fact the Liberals were actually comfortably ahead in most of the country. The Liberals trailed the Conservatives in the national popular vote:

However, the popular vote share disguised an important regional dimension. The strong Liberal national lead in MPs elected was an outcome based on the regional implications of first-past-the-post. An enormous Conservative lead in two provinces - Saskatchewan and Alberta - produced the following:

Many of these were 'wasted' votes. Elsewhere, the Liberals had a comfortable eight point popular vote lead when you look at the combined results in other provinces. That national popular vote looked close, but when it came to MPs elected, once we exclude the two most Conservative provinces, we find a majority of the seats going Liberal in the rest of Canada.

This illusion disappears if seats are distributed by proportional representation, but the current political reality is that what might look close in the national poll standings really isn't.

The Liberals

The Liberals emerged from the election in a minority, the first Liberal minority government since 1979. After the 1972 campaign the Liberals ran an adept and strategic minority that turned into a majority in 1974. In 1980, following numerous strategic and tactical errors on the part of the PC Joe Clark government (that governed as if it had a majority), the Pierre Trudeau Liberals were back for four years with a majority. Other than Carolyn Bennett the current group of Liberals have no prior experience governing as a minority. The Liberals were last in a minority in 2004 to 2006. It remains unclear to me if they will govern as the 1972-74 Liberals, or closer to the Joe Clark model. They had no logical partner in 2004-006 although they did get just enough to win one vote in 2005 with the help of the NDP.

At the moment, they have a get of jail free card until after the Conservative convention, and they are close enough to a majority that only a combined opposition can bring them down so there is some measure of safety. To get back to a majority, unlike in 1974 and 1980, they can't realistically base it on gains in Ontario. A small but achievable increase in popular support in Quebec appears to be the most realistic path to another Liberal majority but don't be surprised if a new election produces another minority.

Since the election Justin Trudeau has handled issues that have arisen reasonably well, particularly the aftermath of the Iran air crash, as well as the rail blockades (although some of the polling on this has been negative for them) and the result is that their position is still strong. Take this March 4th albeit opinionated assessment on the election forecasting blog leantossup.ca.
A lot of sound and fury has been raised over the allegedly broken nature of Canada recently, all of it stupid.... Finally, today, we got enough data to update the LeanTossup Canada Model, and contrary to so many assumptions about how the blockades and issues around resource extraction are hurting the Liberals, they’re actually up in seats. 
I suspect a greater threat to the Liberals could come from the negative economic impact of COVID-19, an impact certain to extend to all incumbent governments.

The NDP

Historians will no doubt forever treat the NDP's decision to get rid of Thomas Mulcair as a strategic error. From 2015 to 2019 the party dropped from 44 to 24 seats won. Their losses were particularly dramatic in Quebec. Nationally their popular vote dropped by 3.9 percentage points. However, in Quebec it dropped 14.7 percentage points and they lost all but one of the 16 seats they had won in 2015. There is no doubt the NDP exercised collective bad judgment in getting rid of Mulcair, who likely would have been gone after 2019 in any case.

In the 2019 election tactical voting hurt the NDP.  In closing polls the NDP nationally averaged 18.3 per cent but on voting day received only 15.8% of the Canada-wide vote, a gap of 2.5 percentage points.  Poll error would be part of the explanation but I suspect tactical voting (for the Liberals as the preferred alternative to the Conservatives) accounts for a substantial portion of the difference.

However, seen in the context of the longer term, it suggests there is more underlying support for the NDP than the 2019 election result would suggest. As well, there is some poll evidence that after a poor start as NDP leader Jagmeet Singh's election performance has left a positive impression on the electorate. There are a number of different polling questions one can pose to evaluate support for a given leader. One that I like is asked weekly by Nanos Research on whether a specific individual has the qualities of a good leader. Although Singh badly trails Trudeau and Scheer if the question is about which leader is your preferred choice for PM, he does quite well when poll respondents are asked if he has the qualities of a good political leader. Recently, he has been scoring in the high forties on this one just behind Justin Trudeau and well ahead of Scheer (Mulcair also performed well on this question).  This strongly suggests he has the potential to do well in the future overall. I think Singh is a net asset to the NDP and does not hold back its popularity. The party should not repeat the error of its past and seek to remove him from the post.

Conservative Leadership Race

There is a Conservative leadership race for a number of reasons: critiques of Scheer's performance in the election, the scandal about party finances that emerged and so on. However, I think the key consideration was a product of the results themselves. The Conservatives deceived themselves into thinking that their strength in national polls translated into enough support to win at least a plurality of the seats. Finishing 36 seats behind the despised Justin Trudeau was more than they could take. (Somewhat similar disappointment coming out of 2015 had an impact on the NDP.)

The race is now on for the Conservative leadership, and like the NDP race in 2017, some of the expected strong candidates - Rona Ambrose, Pierre Poilievre - did not enter.  Of greater significance is that the global zeitgeist has moved against the political right. If we look back three decades some of the key issues of the time and the way they were framed in public debate - free trade, lowering taxes, deregulation - were matters on which the party appeared to have a comparative advantage. The Mulroney PCs negotiated NAFTA, the Liberals at the time were unwilling to change it, and today they completely embrace it.

Today's zeitgeist is quite different. For example, the Conservatives are particularly weak on issues such as climate change and inequality. They are on the defensive and historically on the wrong side of the argument on both matters. As well, social conservatism on issues such as abortion or LGBTQ rights have transformed it from being an asset for the Conservative Party to being such a handicap in polling that we now see leading party activists lobbying to suppress social conservativism in the current race. And they are being successful. The party recently prohibited social conservative Richard Decarie from being a candidate.

However, the party still tilts right on key issues where their positioning is clearly a long run liability. As the Globe and Mail reported in January:
The key contenders in the Conservative leadership race say they plan to keep fighting the federal carbon tax, if they win the party’s top job. 
While Peter MacKay, Erin O’Toole and Marilyn Gladu have tried to distance themselves from other elements of outgoing leader Andrew Scheer’s election campaign, all confirmed to The Globe and Mail that on the carbon tax they agree with Mr. Scheer. 
The Conservatives remain mired in climate change myopia; it will hurt them over time. Cutting taxes such as eliminating the carbon tax is all the Conservatives have to say on inequality. Yet this is an era where public opinion has been moving in the direction of higher taxes for the wealthy.

There is considerable evidence that politics in North America is steadily shifting leftward. You would have no inkling of that if you look the current Tory leadership race.

The current global health crisis also illustrates the weakness of conservatives as they flounder in response. Let's not forget that one of the decisions of the PC Ford government was to cut public health spending.