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252 Pages·2013·1.505 MB·English
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Elements of a Critical Theory of Justice This page intentionally left blank Elements of a Critical Theory of Justice Gustavo Pereira Universidad de la República, Uruguay © Gustavo Pereira 2013 Softcover reprint of the hardcover 1st edition 2013 978-1-137-26337-7 All rights reserved. No reproduction, copy or transmission of this publication may be made without written permission. No portion of this publication may be reproduced, copied or transmitted save with written permission or in accordance with the provisions of the Copyright, Designs and Patents Act 1988, or under the terms of any licence permitting limited copying issued by the Copyright Licensing Agency, Saffron House, 6–10 Kirby Street, London EC1N 8TS. Any person who does any unauthorized act in relation to this publication may be liable to criminal prosecution and civil claims for damages. The author has asserted his right to be identified as the author of this work in accordance with the Copyright, Designs and Patents Act 1988. First published 2013 by PALGRAVE MACMILLAN Palgrave Macmillan in the UK is an imprint of Macmillan Publishers Limited, registered in England, company number 785998, of Houndmills, Basingstoke, Hampshire RG21 6XS. Palgrave Macmillan in the US is a division of St Martin’s Press LLC, 175 Fifth Avenue, New York, NY 10010. Palgrave Macmillan is the global academic imprint of the above companies and has companies and representatives throughout the world. Palgrave® and Macmillan® are registered trademarks in the United States, the United Kingdom, Europe and other countries ISBN 978-1-349-44255-3 ISBN 978-1-137-26338-4 (eBook) DOI10.1057/9781137263384 This book is printed on paper suitable for recycling and made from fully managed and sustained forest sources. Logging, pulping and manufacturing processes are expected to conform to the environmental regulations of the country of origin. A catalogue record for this book is available from the British Library. A catalog record for this book is available from the Library of Congress. 10 9 8 7 6 5 4 3 2 1 22 21 20 19 18 17 16 15 14 13 Contents Preface and Acknowledgements vii Introduction 1 Part I Models of Justice and Recognition 9 I.1 Justice and Recognition: Two Models 11 I.1.1 Fraser’s approach 12 I.1.2 Honneth’s approach: struggle for recognition 17 I.2 Evaluation of Fraser’s and Honneth’s Normative Approaches 23 I.2.1 Limitations of Fraser’s approach 25 I.2.2 Limitations of Honneth’s approach 32 I.2.3 Towards a critical theory of justice 37 Part II Foundations for a Critical Theory of Justice and Reciprocal Recognition Autonomy 43 II.1 Foundation and Application 45 II.1.1 The renewal of critical theory 45 II.1.2 Recognition and foundation 50 II.1.3 Foundation and application 55 II.2 Reciprocal Recognition Autonomy as a Decentred Autonomy 61 II.2.1 Reciprocal recognition autonomy as a decentred autonomy 62 II.2.2 Autonomy and self-reflection 68 II.2.3 Differentiated autonomy and the requirements of practical contexts 75 Part III Scope, Metrics and Principles of Justice 81 III.1 Conceptions of Justice and Reciprocal Recognition Autonomy 83 III.1.1 Conceptions and metrics of justice 83 v vi Contents III.1.2 Capabilities and primary goods: the best metric for a critical theory of justice 93 III.2 Principles and Scope of Justice 103 III.2.1 What a theory of social justice provides 104 III.2.2 Principles of justice 114 III.2.3 Choice and responsibility 123 III.3 The Background of Application 137 III.3.1 Reified concepts 138 III.3.2 Multidimensional concepts: common understandings and poverty 144 III.3.3 Pathological instrumental reason 153 III.3.4 Egalitarian ethos 164 Part IV Democratic Ethical Life and Its Promotion 173 IV.1 Democratic Ethical Life and Public Reason 175 IV.1.1 Democratic ethical life 176 IV.1.2 Public reason and civic equality 178 IV.1.3 Public reason and deliberation 182 IV.1.4 Dissent as virtuous behaviour 186 IV.2 Narrative, Emotions and Democratic Ethical Life 194 IV.2.1 The social function of narratives 194 IV.2.2 Rational emotions 199 IV.2.3 Educable emotions 203 IV.2.4 Compassion and public reason 207 Notes 214 Index 241 Preface and Acknowledgements Our contemporary world is experiencing a great paradox. As never before in human history, there are now enough goods and resources to ensure every human being’s basic needs to lead a decent life. However, universal access to those goods and resources is far from achieved. Continued inequality reinforces the priority of translating social justice into political practice. Yet there is a wide gap between the intense concern and debate of philosophers on social justice and their trans- lation into the institutional design and policymaking of actual socie- ties. This situation requires shifting the focus of social justice from the formulation of ideal theories of justice to their application, though this is only possible with the right guide, one that has a solid theoretical foundation and justified normative criteria. The fact that I live on the world’s most socio-economically unequal continent is probably what drives my own feelings of urgency. Poverty, marginalization, oppression and social exclusion are all too common in many Latin American countries, and these unbearable and offen- sive situations have led me in my attempts to contribute to counter- acting them. That is the aim of this book, and in writing it I offer English-speaking readers what I consider the main elements of a crit- ical theory of justice. This is the result of the work I have developed on social justice, beginning with my previous books, published in Spanish, Condenados a la desigualdad extrema (‘Doomed to Extreme Inequality’, 2007) and Las voces de la igualdad (‘The Voices of Equality’, 2010). In this process I have benefited and learnt from many discussions with many scholars: their comments, questions and objections have led to the current formulation of my approach. I would like to thank some of them: Adela Cortina has a special place for influencing my thought in the commitment to application and the real transformation of actual societies. Together with Andrea Vigorito we have founded the inter- disciplinary group Ethics, Justice and Economics at Universidad de la República, in which economists, lawyers and philosophers pursue research on topics of social justice. Many of the discussions we have processed are part of this book, so the voices of Gianella Bardazano, Ana Fascioli, Martín Fleitas, Ricardo Marquisio, Helena Modzelewski, Agustín Reyes, Andrés Rius, Alejandra Umpiérrez and Gonzalo Salas are present. vii viii Preface and Acknowledgements Among the colleagues to whom I am very grateful and indebted for their comments and helpful remarks are Sabine Alkire, Miguel Andreoli, Kathya Araujo, Luiz Araújo, André Berten, Gerald A. Cohen, Flavio Comin, Jesús Conill, David Crocker, Sevérine Deneulin, Paulette Dieterlen, Rainer Forst, Andrés de Francisco, Domingo García-Marzá, Roberto Gargarella, Stefan Gosepath, Axel Grosseries, Axel Honneth, Hans-Christoph Merle, Nythamar de Oliveira, Carlos Pereda, Alessandro Pinzani, Mozzafar Qizilbash, Henry Richardson, Faviola Rivera, Juan Carlos Siurana, Frances Stewart, Carlos Thiebaut, Álvaro de Vita and Philippe Van Parijs. A special word of thanks goes to Linda Dorow, who copyedited the initial manuscript, making it sound much more fluent in English than my original formulation. My family has supported all the work I devoted to the book, in partic- ular my wife, Helena, who read and corrected the manuscript. After many months of very intense work, I just look forward to sharing with my sons and Helena our afternoons rowing in the sea at Playa Hermosa. I dedicate this book to them and to my parents, in memory of my loving mother. Introduction Our self-understanding as beings that must be equally treated and considered is one of the legacies of Modernity – and the one that has had greatest impact over time. This can be taken as an unsurpassable normative ideal of contemporary societies. Our self-understanding as equals is based on the intrinsic worth that we have as persons, so we must always be considered an end and never only a means. This end, with no relative worth but with intrinsic worth, is what Kant called dignity. Dignity is the base that sustains equality among people. If every person is an end in himself or herself, rather than a means to someone else’s ends, and all persons are entitled to equal dignity, then equality must have a special place in the architecture of moral philosophy. In addition, we can affirm that the idea of equality has enough normative potential not only to explain the current demands for justice but also to explain those that have historically emerged and, in particular, to provide guidance in identifying which future transformations in social institutions should be made in order to achieve that ideal. It is due to the internal relationship between dignity and equality that an egalitarian way of securing dignity has been necessary. This has been provided, for instance, through the guarantees of a set of fundamental rights, a set of fair means – the development of elementary capabilities, or fair access to opportunities. The majority of these feasible answers to the requirement of ensuring equal dignity generated, in the 1970s, a theoretical reflexive field that interpreted the demand of guaranteeing equal dignity as providing the best theory of justice. In the 1990s, an important discussion arose in moral and political philosophy. Its starting point, a critique of the approaches that had been at the core of the debate about justice, was presented from the 1

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