There is a close relationship between public understanding and awareness, on the one hand, and the nature, forms and vigour of state action in pursuit of public goals, on the other.
... public enlightenment may, thus, have the role of both drawing attention to problems that may otherwise be neglected, and of precipitating remedial action on the part of governments faced with critical pressure....
It is important to see the public as an agent and not merely as a passive patient.Dreze and Sen (1989: 19)
Amartya Sen is well known for highlighting the failures of the standard framework of welfare economics, in particular what he has called ‘welfarism’ (Sen 1977,1979), which can be broadly interpreted as the focus on one kind of predefined information (Baujard and Gilardone 2020). His work has greatly contributed to making normative economics and political philosophy evolve in a direction which takes seriously persons’ agency (see for instance Peter 2003; Burchardt 2009; Crocker and Robeyns 2010; Alkire 2010; Davis 2012). In contrast to most of these articles, we will neither study Sen’s interest in agency strictly in relation to his capability approach1 nor argue that personal agency shall be understood as a notion of individual advantage. Our view is rather that Sen’s increasing focus on agency is a means to acknowledge theoretically: (1) people’s ‘ability to reason, appraise, choose, participate and act’ rather than viewing them only in terms of their needs (Sen 2009:250); and (2) the basic human abilities ‘to understand, to sympathize, to argue’ rather than viewing them as ‘doomed to isolated lives without communication and collaboration’ (Sen 2009: 415). The scope is thus different from a mere widening of the informational base for appreciating personal situations within a social state[149] because it takes us on the territory of the procedural aspects of injustice removal.[150] If we were to consider the views of critics, such as Ben Fine (2004: 101) who has argued that ‘the social, the contextual and the empirical’ clashes absolutely with ‘the individual, the formal and the a priori’ that characterizes the reasoning within social choice theory, such a perspective would be surprising.
However, Sen still claims that the ‘analytical - rather mathematical - discipline’ of social choice theory has helped him to investigate the demands of justice, along with ‘general - and largely non-mathematical - political and moral philosophy’ (Sen 2012: 102). Looking beyond such formal and philosophical reasonings, we believe that some of Sen’s other works - which may be called empirical, applied or directly engaged with the diagnosis of concrete injustices - have also played a non-negligible role in the definition of his approach to justice, with personal agency at its heart. This is that kind of influence that we want to present here.Before making these points, it is important to recall that Sen’s non- welfarist perspective has gradually been clarified within a debate between welfare economists and political philosophers that started in the late 1960s. Arrow’s (1950) pessimistic result regarding the possibility of a democratic social choice from a set of individual ordinal preferences had a profound impact. For instance, it led some authors to propose a return to utilitarianism (Harsanyi 1955), others to develop an ideal but anti-utilitarian theory of justice (Rawls 1971) and others to oppose a libertarian and process- oriented approach to justice instead of a consequentialist construction of welfare (Nozick 1974). Under the influence of all these contributions, Sen (1970, 1977, 1979) began to question the standard assumptions of social choice theory, that is, the search for Pareto optimality and completeness,
the avoidance of interpersonal comparisons and value judgements, the exclusive focus on utility information however that is defined and the absence of considerations of justice. His long-running attempt to reformulate the latest embodiment of welfare economics ultimately resulted in the proposal of a novel theory of justice.
Although it was not Sen's purpose from the outset, his mature writings on justice (Sen 2009, 2012) clearly assume, and indeed claim, a ‘social choice' approach to justice against a ‘social contract' approach that characterizes mainstream theories of justice, including in the first place that of Rawls.4 Sen above all opposes the idea that the principal task of a theory of justice is the characterization of ‘just institutions' (2012: 103). He defines his own alternative approach through three main departures from the social contract theories (2012: 103): (1) ‘the identification of clear cases of injustice on which agreement could emerge on the basis of reasoning' (e.g., slavery, famines, chronic undernourishment, preventable epidemics, etc.); (2) the examination of ‘the nature of lives that people are actually able to lead', with a special attention to their ‘quality of lives and freedom' viewed as ‘social realizations'; and (3) including in the search of ‘reasoned agreement' the views of ‘people from anywhere in the world', making reasoning on ‘global justice' possible (e.g.
addressing problems such as global economic crises, global warming, global pandemics, etc.). According to us, the meaning of these three departures may be examined in the light of Sen's experience in applied or development economics dealing with pressing problems in the world, often within international institutions. More precisely, we want to show that Sen's alternative theory of justice is greatly influenced by (1) his work on famines for the International Labour Office (ILO); (2) his empirical work on gender inequalities, specifically within the Indian society, that helped him to refine his approach to hunger developed under the auspice of the World Institute of Development Economics Research (WIDER); and (3) his implication in the creation of the human development approach within the United Nations Development Programme (UNDP). All these engagements - seemingly completely separate from his contribution to theories of justice - have in fact fostered the formulation of a novel non-welfarist approach in which agency and public reasoning are the core elements.Sen stated very early that welfare economics is concerned with policy recommendations (1970: 56). Although he has been particularly shy about
For an exploration of the theoretical debate between the two philosophers and the progressive modification of Sen's theoretical ambition, see Gilardone (2015).
being involved in governments, he did not remain confined to Universities and accepted working for international organizations - principally for the ILO[151] and later for the UNDP.[152] In those organizations, his recommendations were directly concerned not so much with state policy as with some changes of focus to better understand extreme poverty and persistent inequalities, and thus with new types of reasoning to address these problems and provide fuel for public discussion regarding appropriate action. Sen strongly believes that ‘public action is neither just a matter of state activity, nor an issue of acting from some “privileged ground”’ (Dreze and Sen 1989: 61).
In this sense, policy recommendations against deprivation cannot take the state ‘as the great promoter and a heroic protector’; they should rather involve ‘the agency of the public as well as its role as a beneficiary’ (Dreze and Sen 1989: 60-1). Sen’s experience of concrete and urgent problems such as famines and malnutrition made him formulate quite early the idea that ‘public action will be determined by what the public is ready to do, what sacrifices it is ready to make, what things it is determined to demand, and what it refuses to tolerate’ (Dreze and Sen 1989: 61). And he insists on the fact that it would be a mistake to impoverish the richness of the set of possibilities for public action by focusing on one part of the picture only - for example, state activity. The challenge was also to develop a theoretical approach adequate to reflect such a broad conception of public action, since its role is crucial in underpinning policy recommendations as well as in enlightening public reasoning. While it is fair to say that Sen’s entitlement approach to famines, and then his capability approach to inequalities and development, lay the foundations of a new theory of justice, we should not forget the ‘action’ part of his empirical works, which is certainly the most important for removing injustice. Indeed, Sen’s focus on personal agency and public reasoning reappears forcefully in his recent elaboration of a procedural social choice approach to justice (Sen 2009).[153]13.1
More on the topic There is a close relationship between public understanding and awareness, on the one hand, and the nature, forms and vigour of state action in pursuit of public goals, on the other.:
- Backhouse Roger, Baujard Antoinette. Welfare Theory, Public Action, and Ethical Values: Revisiting the History of Welfare Economics. Cambridge University Press,2021. — 301 p., 2021
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