Revised General Election Forecast gives Tories a Majority of 28

In the previous post I made a General Election Seat Forecast based on the massive YouGov regional opinion poll published on May 15. Based on a uniform swing in all seats in a region, this would have given the Conservatives a majority of 128. This was slightly below other forecasts, but still a substantial majority. In the past week, following the publishing of the Labour and Conservative Manifestos, the polls have swung substantially. The Sunday Times / YouGov weekly poll, published yesterday (21 May) gave Con 44 (-2), Lab 35 (+6), LD 9 (-2) and UKIP 3 (-3). YouGov today have published an opinion poll for Wales, giving Con 34 (-7), Lab 44 (+9), LD 6 (-1), Plaid Cymru 9 (-2)  and UKIP 5 (-1). All the changes are with respect to the regional opinion poll. These are quite large changes, by still leave the Conservatives with a nine point lead over Labour. Surely this will still leave a fairly comfortable majority? A recalculation on the same basis gives quite a startling result.

Figure 1 gives summarizes the General Election Result of two years ago.

The 330 seats gained by the Conservatives (plus 1 for the Speaker) gives a small majority in a 650 seat Parliament. As Sinn Fein never take their seats, this gave a small majority of 14. This with 37.7% of the vote (excluding Northern Ireland). Surely with 44%, the Conservatives should do significantly better? Figure 2 gives my recalculations, based on the latest opinion polls.

Conservatives (including the Speaker) see an increase of just 7 seats for 7% more of the popular vote. Labour see an increase of 2 seats for 5% more of the popular vote. The Conservative majority doubles to 28 seats. Figure 3 shows where the parties gain seats.

Very few seats change at all change under this forecast. Four regions see no seat changes at all. In three regions the Conservatives lose seats to Labour, and in London they lose two seats to the Lib Dems. The increased majority is reliant on the gains from the SNP in Scotland. Stemming the tide of the Scots Nats (who in the last year have been a more effective opposition than Labour) might alone be worth calling a General Election. Whilst a small majority would severely weaken the Brexit negotiating stance, for Labour under Jeremy Corbyn to poll significantly better than Ed Miliband in 2005 and Gordon Brown in 2010, would mean that he could retain power. The Labour Party would still be condemned to being a weak opposition under Corbyn, and the hard left would be able to consolidate their power.

Now there are some points that will likely give Theresa May a larger majority on June 9th.

First, the forecast I made last week gave a lower Conservative majority than the more sophisticated forecasts. Uniform swing does not allow for local battles. The Tories have more enthusiasm compared to a deeply divided Labour Party.

Second, the Labour Manifesto was well received in parts, but the larger picture of financing was based on some fairly implausible assumptions. The Conservative manifesto was weak in parts but was mostly more of the same. As a result it seems Labour may have peaked, and the Conservatives are having a wobble.

Third, the Conservative election machine is far more formidable than the Labour one. Once they re-focus the debate on twin themes of leadership and Brexit, the Conservatives are the more likely to gain ground.

Fourth, the last minute scare tactics will work against Labour. Expect the last Conservative Party Political Broadcast to feature Jeremy Corbyn’s qualities and past associations. Conversely Labour’s usual “24 hours to save the NHS” tactic has already been anticipated.

Kevin Marshall

Results of the Scottish Council Elections

The Council Elections were held last Thursday 4th May, and the results in terms of seats were announced on Friday. It was only today that the Elections Scotland have published the summary details, including the First Preference votes. I have complied three brief summaries. The 2012 data used for comparisons is from the Lincoln Report on Report on Scottish Council Elections 2012.

Figure 1 shows the SNP were way ahead in terms of total seats won, the Conservatives second and Labour in third. In terms of change from 2012, it is the Conservatives that performed best, increasing the number of seats by 161. Labour lost a third of their seats, and the Independents were collectively down by a sixth on the seats won in 2012.

Figure 2 shows the SNP getting again ahead in terms of First Preference Votes, and on the same share as five years ago. The Conservatives are second on 25.3% and Labour third on 20.2%. For comparison, the latest YouGov opinion poll for Scotland of Westminster voting intentions, (of 24-27 April) gave SNP 41, Conservative 28 & Labour 18. People often vote differently in local elections to General Elections, and in Scotland, Independents are quite strong. But the difference is striking, and may indicate where the vote is moving. Compared to the last opinion poll, SNP -9, Conservative -3 and Labour +2. On that basis the Local Elections were bad news for the SNP. The Labour Party appear to have bottomed out, and the Conservatives are doing extremely well.

Figure 3 is the most interesting in terms of indications of voting intentions going into the General Election. I have shown the percentage of first preference votes by Party in each of the 34 councils.

I have highlighted the Party that gained the highest shared of First Preference Votes in each Council. They are SNP 16, Con 10, Ind 5, Lab 1.

A quick comparison with the Electoral Calculus General Election seat predictions. The Westminster constituencies are not necessarily the same as the councils.

Labour was only ahead in East Lothian. Electoral Calculus only gives Labour a 14% chance of winning, as against 45% for the SNP and 40% for Conservatives.

At a quick glance the Conservatives are ahead in all their target constituencies.

In the Scottish Borders, the number one target they achieved nearly double the FPV of the SNP. Although there is a strong vote for Independents, the 76% chance of Conservatives winning seems more than justified.

The better news for the Conservatives is in the long shots. Stirling has a 43% chance of winning, against 49% for the SNP, yet were 2.4% ahead in the FPVs. Angus has a 36% chance of winning, against 63% for the SNP, yet were 1.7% ahead in the FPVs. Ayr Carrick and Cumnock has a 32% chance of winning, against 59% for the SNP, yet were 13.2% ahead in the FPVs.

Kevin Marshall

Revised Scottish Local Elections 2017 Forecast

A previous forecast for the Scottish Local Elections was made before the General Election announcement on April 18th. Upon reviewing the forecast, I found that I had not allowed in the forecast of changes in numbers of council seats, for the impact of different average population per council seat. Allowing for this factor roughly offsets the movement in opinion since that announcement. In particular the fact that a Labour Councillor represents on average a large population than a councillor from other parties offsets the impact of a small increase in support for Labour since the General Election announcement. I see no reason to revise significantly my previous forecast of Labour to lose 250 seats, with the Conservatives to gain 150 and the SNP 100.

After the General Election was announced at least two Scottish opinion polls of Westminster voting intentions have been produced – one by Panelbase for The Sunday Times, the other by Survation for the Sunday Post. Both polls show the SNP down and both the Conservatives and Labour up slightly. One problem with using this opinion data is that people might vote differently in the local elections. For instance, in Scotland as a whole, Independent candidates in 2012 received 12% of the First-Preference votes and won 16% of the seats. I would expect that that the SNP would lose out the most to Independents, followed by maybe the Conservatives and the Liberal Democrats. This hypothesis can be validated against the data. The University of Strathclyde’s “WhatScotlandThinks.org” has the opinion poll data going back to 2007. For 2007 and 2012 I compare to percentage shares of seats votes with the opinion polls nearest to the local elections in Figure 1.

There is a result that I did expect. That is the Conservatives did comparatively worse in terms of seat percentage to opinion poll percentage. This was worse in 2012 than in 2007, as their share of First Preference votes fell in many wards below the threshold required to win seats. What I did not expect was that the SNP’s seat share was about the same as the opinion poll percentage in 2007 and slightly above that level in 2012, despite Independents winning 16% of the seats. Most unexpected is the Labour Party, which has the biggest deficit between opinion polls and seat share. There are three vague factors, that might be valid. That is different voting behaviour in local elections and general elections; lower voter turnout in Labour-voting wards and inaccuracies in the opinion polls. In the first it could be that some people were voting SNP in the local elections and voting Labour in General Elections. But this does not gel with what happened in the 2011 Scottish Assembly elections and the 2015 General Election. There is another factor. Local Councils represent different populations, which only partly reflected in the size of the council chamber. The most populous is Glasgow, with an estimated mid-2015 population of 606,300 and 79 Council seats.  The least populous is Orkney Islands, with an estimated mid-2015 population of 21,500 and 21 Council seats. So a Councillor in Glasgow will represent nearly nine times the number of people as in Orkney. There are good reasons for this differential. If the Councillors per head of population were made roughly equal (4390), then Glasgow council chamber would increase to 138, and Orkney would reduce to 5. But this does impact overall. Using the 2012 seats and within each council, dividing the population by the seats, gives figure 2.

About half of  the difference between the Labour Party’s differential between First-Preference vote share and seat share can be explained by the fact that their support is concentrated in the larger council areas where the average seat population is larger. The SNP were also impacted by larger than average seat population , but not by nearly as much.

This does not matter for seats won on councils, but it does impact on the net change in council seats. In particular, like others, I believe that the SNP will make large gains from Labour in the cities and larger towns, with Glasgow being the key area. But I also believe that the SNP will lose council seats to the Conservatives and the Independents. For this reason, I estimate that the average SNP seat population will increase by about 5%. With it they should gain control of 5 to 10 councils. However, if the drop in General Election support is from around 47% to 41% the net seat gain could be around 50, instead of the 100 previously predicted.

Labour are hit with three combined impacts of the likely fall in the first prefence votes. First is the failure to reach the threshold first preference votes to win seats. Second is that this threshold will be a higher percentage of the vote than for the Conservatives or the Liberal Democrats, as Labour have fielded more than one candidate in nearly 150 wards.  With such a low share of the vote, under the STV system Labour Party candidates will be competing against each other for votes. Third is that Labour have larger than average population per seat, so the percentage of the seats won will be lower than the opinion polls suggest. For these three reasons combined, even if the General Election show a slight recovery from 15% to 18% of the popular vote, their share of the Scottish council seats won, could be still be less than 13% of the total, the point where total number of seat losses exceeds 250.

Kevin Marshall

Will Ruth Davidson be Apologizing to Voters After the Scottish Local Elections on May 4th?

The Conservatives in Scotland are likely to show large gains in the Scottish local elections next Thursday.  So why should Ruth Davidson end up have to make an apology?

Consider the reasons that are likely to be large gains next week.

First, is that in 2012 the Conservatives did rather badly. They lost 28 seats to 115 seats, less than 10% of the total. In first preference vote share they went down over 2% to 13.3%.

Second is that since the 2015 General Election, when they received 14.9% of the vote – worse than the 2012 local elections with no Independents – the opinion polls have shown a consistent rise in support. By May 2016, the Conservatives achieved 22% of the vote at the constituency level in the Scottish Assembly Elections. By early this year opinion polls are indicating around 25% support.

Third is that support has, if anything, risen further in the last couple of months. Polls conducted since the General election was announced show GE support at 28% (Survation/Sunday Post) and 33% (Panelbase/Sunday Times). Below is a summary from Martin Baxter’s Electoral Calculus Website

On that basis local election vote could be above the 21% of First Preference Votes I used to predict gains of 150 seats. The potential embarrassment lies in the Single Transferable Vote (STV) system. Under STV – a basic alternative to proportional representation – very large council wards have three or four Councillors. If a Party wishes to maximize its seats, it must optimize the number of candidates. In a previous post, I looked at the the candidates per ward.

In only 41 wards do the Conservatives have more than one candidate. In optimizing the number of candidates they have assumed that in only a very limited number of wards will they receive more than a third of first preference votes. Much below that and two candidates would end up competing against each other for votes. This is the strategy of a party, with uneven support, who still expects to get less than 20% of the vote. The problem is that is so long since the Conservatives had this level of support they do not know where that support lies. So, retrospectively, the Conservatives will realize that in many wards they could have fielded an extra candidate. This could mean that they fail to become the largest party on a number of councils, due to the prudent approach. Given that the SNP is the strongest party with the most candidates, it is they who will gain from this prudence. Hence the reason that Ruth Davidson could end up apologizing.

If this happens, and the Labour party loses out from fielding too many candidates (through matching the number of seats held in most areas), it could lead to a campaign to abandon the STV system. The SNP will likely stoutly defend a system that seems progressive and benefits them.

Kevin Marshall