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Centesimus
Annus: The Hundredth Anniversary of Rerum Novarum
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Ioannes Paulus PP. II
Centesimus annus
To His Venerable Brothers
in the Episcopate
the Priests and Deacons
Families of Men and Women religious
all the Christian Faithful
and to all men and women
of good will
on the hundredth anniversary of
Rerum Novarum
1991.05.01
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Blessing
Venerable Brothers,
Beloved Sons and Daughters,
Health and the Apostolic Blessing!
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INTRODUCTION
1.
The Centenary of the promulgation of the
Encyclical which begins with the words
"Rerum novarum",1
by my predecessor of venerable memory Pope
Leo XIII, is an occasion of great importance
for the present history of the Church and
for my own Pontificate. It is an Encyclical
that has the distinction of having been
commemorated by solemn Papal documents from
its fortieth anniversary to its ninetieth.
It may be said that its path through history
has been marked by other documents which
paid tribute to it and applied it to the
circumstances of the day.2
In
doing likewise for the hundredth
anniversary, in response to requests from
many Bishops, Church institutions, and study
centres, as well as business leaders and
workers, both individually and as members of
associations, I wish first and foremost to
satisfy the debt of gratitude which the
whole Church owes to this great Pope and his
"immortal document".3
I also mean to show that the vital
energies rising from that root have not
been spent with the passing of the years,
but rather have increased even more.
This is evident from the various initiatives
which have preceded, and which are to
accompany and follow the celebration,
initiatives promoted by Episcopal
Conferences, by international agencies,
universities and academic institutes, by
professional associations and by other
institutions and individuals in many parts
of the world.
2. The
present Encyclical is part of these
celebrations, which are meant to thank God —
the origin of "every good endowment and
every perfect gift" (Jas 1:17) — for having
used a document published a century ago by
the See of Peter to achieve so much good and
to radiate so much light in the Church and
in the world. Although the commemoration at
hand is meant to honour Rerum novarum,
it also honours those Encyclicals and
other documents of my Predecessors which
have helped to make Pope Leo's Encyclical
present and alive in history, thus
constituting what would come to be called
the Church's "social doctrine", "social
teaching" or even "social magisterium".
The
validity of this teaching has already been
pointed out in two Encyclicals published
during my Pontificate: Laborem exercens
on human work, and Sollicitudo rei
socialis on current problems regarding
the development of individuals and peoples.4
3. I now
wish to propose a "re-reading" of Pope Leo's
Encyclical by issuing an invitation to "look
back" at the text itself in order to
discover anew the richness of the
fundamental principles which it formulated
for dealing with the question of the
condition of workers. But this is also an
invitation to "look around" at the "new
things" which surround us and in which we
find ourselves caught up, very different
from the "new things" which characterized
the final decade of the last century.
Finally, it is an invitation to "look to the
future" at a time when we can already
glimpse the third Millennium of the
Christian era, so filled with uncertainties
but also with promises — uncertainties and
promises which appeal to our imagination and
creativity, and which reawaken our
responsibility, as disciples of the "one
teacher" (cf. Mt 23:8), to show the way, to
proclaim the truth and to communicate the
life which is Christ (cf. Jn 14:6).
A
re-reading of this kind will not only
confirm the permanent value of such
teaching, but will also manifest the
true meaning of the Church's Tradition
which, being ever living and vital, builds
upon the foundation laid by our fathers in
the faith, and particularly upon what "the
Apostles passed down to the Church"5
in the name of Jesus Christ, who is her
irreplaceable foundation (cf. 1 Cor 3:11).
It was out
of an awareness of his mission as the
Successor of Peter that Pope Leo XIII
proposed to speak out, and Peter's Successor
today is moved by that same awareness. Like
Pope Leo and the Popes before and after him,
I take my inspiration from the Gospel image
of "the scribe who has been trained for the
kingdom of heaven", whom the Lord compares
to "a householder who brings out of his
treasure what is new and what is old" (Mt
13:52). The treasure is the great outpouring
of the Church's Tradition, which contains
"what is old" — received and passed on from
the very beginning — and which enables us to
interpret the "new things" in the midst of
which the life of the Church and the world
unfolds.
Among the
things which become "old" as a result of
being incorporated into Tradition, and which
offer opportunities and material for
enriching both Tradition and the life of
faith, there is the fruitful activity of
many millions of people, who, spurred on by
the social Magisterium, have sought to make
that teaching the inspiration for their
involvement in the world. Acting either as
individuals or joined together in various
groups, associations and organizations,
these people represent a great movement
for the defence of the human person and
the safeguarding of human dignity. Amid
changing historical circumstances, this
movement has contributed to the building up
of a more just society or at least to the
curbing of injustice.
The
present Encyclical seeks to show the
fruitfulness of the principles enunciated by
Leo XIII, which belong to the Church's
doctrinal patrimony and, as such, involve
the exercise of her teaching authority. But
pastoral solicitude also prompts me to
propose an analysis of some events of
recent history. It goes without saying
that part of the responsibility of Pastors
is to give careful consideration to current
events in order to discern the new
requirements of evangelization. However,
such an analysis is not meant to pass
definitive judgments since this does not
fall per se within the Magisterium's
specific domain.
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I.
CHARACTERISTICS OF "RERUM NOVARUM"
4. Towards
the end of the last century the Church found
herself facing an historical process which
had already been taking place for some time,
but which was by then reaching a critical
point. The determining factor in this
process was a combination of radical changes
which had taken place in the political,
economic and social fields, and in the areas
of science and technology, to say nothing of
the wide influence of the prevailing
ideologies. In the sphere of politics, the
result of these changes was a new
conception of society and of the State,
and consequently of authority itself.
A traditional society was passing away and
another was beginning to be formed — one
which brought the hope of new freedoms but
also the threat of new forms of injustice
and servitude.
In the
sphere of economics, in which scientific
discoveries and their practical application
come together, new structures for the
production of consumer goods had
progressively taken shape. A new form of
property had appeared — capital; and a
new form of labour — labour for
wages, characterized by high rates of
production which lacked due regard for sex,
age or family situation, and were determined
solely by efficiency, with a view to
increasing profits.
In this
way labour became a commodity to be freely
bought and sold on the market, its price
determined by the law of supply and demand,
without taking into account the bare minimum
required for the support of the individual
and his family. Moreover, the worker was not
even sure of being able to sell "his own
commodity", continually threatened as he was
by unemployment, which, in the absence of
any kind of social security, meant the
spectre of death by starvation.
The
result of this transformation was a society
"divided into two classes, separated by a
deep chasm".6
This situation was linked to the marked
change taking place in the political order
already mentioned. Thus the prevailing
political theory of the time sought to
promote total economic freedom by
appropriate laws, or, conversely, by a
deliberate lack of any intervention. At the
same time, another conception of property
and economic life was beginning to appear in
an organized and often violent form, one
which implied a new political and social
structure.
At
the height of this clash, when people
finally began to realize fully the very
grave injustice of social realities in many
places and the danger of a revolution fanned
by ideals which were then called
"socialist", Pope Leo XIII intervened with a
document which dealt in a systematic way
with the "condition of the workers". The
Encyclical had been preceded by others
devoted to teachings of a political
character; still others would appear later.7
Here, particular mention must be made of the
Encyclical Libertas praestantissimum,
which called attention to the essential bond
between human freedom and truth, so that
freedom which refused to be bound to the
truth would fall into arbitrariness and end
up submitting itself to the vilest of
passions, to the point of selfdestruction.
Indeed, what is the origin of all the evils
to which Rerum novarum wished to
respond, if not a kind of freedom which, in
the area of economic and social activity,
cuts itself off from the truth about man?
The Pope
also drew inspiration from the teaching of
his Predecessors, as well as from the many
documents issued by Bishops, from scientific
studies promoted by members of the laity,
from the work of Catholic movements and
associations, and from the Church's
practical achievements in the social field
during the second half of the nineteenth
century.
5.
The "new things" to which the Pope devoted
his attention were anything but positive.
The first paragraph of the Encyclical
describes in strong terms the "new things" (rerum
novarum) which gave it its name: "That
the spirit of revolutionary change
which has long been disturbing the nations
of the world should have passed beyond the
sphere of politics and made its influence
felt in the related sphere of practical
economics is not surprising. Progress in
industry, the development of new trades, the
changing relationship between employers and
workers, the enormous wealth of a few as
opposed to the poverty of the many, the
increasing self-reliance of the workers and
their closer association with each other, as
well as a notable decline in morality: all
these elements have led to the conflict now
taking place".8
The Pope
and the Church with him were confronted, as
was the civil community, by a society which
was torn by a conflict all the more harsh
and inhumane because it knew no rule or
regulation. It was the conflict between
capital and labour, or — as the
Encyclical puts it — the worker question. It
is precisely about this conflict, in the
very pointed terms in which it then
appeared, that the Pope did not hesitate to
speak.
Here
we find the first reflection for our times
as suggested by the Encyclical. In the face
of a conflict which set man against man,
almost as if they were "wolves", a conflict
between the extremes of mere physical
survival on the one side and opulence on the
other, the Pope did not hesitate to
intervene by virtue of his "apostolic
office",9
that is, on the basis of the mission
received from Jesus Christ himself to "feed
his lambs and tend his sheep" (cf. Jn
21:15-17), and to "bind and loose" on earth
for the Kingdom of Heaven (cf. Mt 16:19).
The Pope's intention was certainly to
restore peace, and the present-day reader
cannot fail to note his severe condemnation,
in no uncertain terms, of the class
struggle.10
However, the Pope was very much aware that
peace is built on the foundation of
justice: what was essential to the
Encyclical was precisely its proclamation of
the fundamental conditions for justice in
the economic and social situation of the
time.11
In this
way, Pope Leo XIII, in the footsteps of his
Predecessors, created a lasting paradigm for
the Church. The Church, in fact, has
something to say about specific human
situations, both individual and communal,
national and international. She formulates a
genuine doctrine for these situations, a
corpus which enables her to analyze
social realities, to make judgments about
them and to indicate directions to be taken
for the just resolution of the problems
involved.
In Pope
Leo XIII's time such a concept of the
Church's right and duty was far from being
commonly admitted. Indeed, a two-fold
approach prevailed: one directed to this
world and this life, to which faith ought to
remain extraneous; the other directed
towards a purely other-worldly salvation,
which neither enlightens nor directs
existence on earth. The Pope's approach in
publishing Rerum novarum gave the
Church "citizenship status" as it were, amid
the changing realities of public life, and
this standing would be more fully confirmed
later on. In effect, to teach and to spread
her social doctrine pertains to the Church's
evangelizing mission and is an essential
part of the Christian message, since this
doctrine points out the direct consequences
of that message in the life of society and
situates daily work and struggles for
justice in the context of bearing witness to
Christ the Saviour. This doctrine is
likewise a source of unity and peace in
dealing with the conflicts which inevitably
arise in social and economic life. Thus it
is possible to meet these new situations
without degrading the human person's
transcendent dignity, either in oneself or
in one's adversaries, and to direct those
situations towards just solutions.
Today, at
a distance of a hundred years, the validity
of this approach affords me the opportunity
to contribute to the development of
Christian social doctrine. The "new
evangelization", which the modern world
urgently needs and which I have emphasized
many times, must include among its essential
elements a proclamation of the Church's
social doctrine. As in the days of Pope Leo
XIII, this doctrine is still suitable for
indicating the right way to respond to the
great challenges of today, when ideologies
are being increasingly discredited. Now, as
then, we need to repeat that there can be
no genuine solution of the "social question"
apart from the Gospel, and that the "new
things" can find in the Gospel the context
for their correct understanding and the
proper moral perspective for judgment on
them.
6.
With the intention of shedding light on the
conflict which had arisen between
capital and labour, Pope Leo XIII affirmed
the fundamental rights of workers. Indeed,
the key to reading the Encyclical is the
dignity of the worker as such, and, for
the same reason, the dignity of work,
which is defined as follows: "to exert
oneself for the sake of procuring what is
necessary for the various purposes of life,
and first of all for self-preservation".12
The Pope describes work as "personal,
inasmuch as the energy expended is bound up
with the personality and is the exclusive
property of him who acts, and, furthermore,
was given to him for his advantage".13
Work thus belongs to the vocation of every
person; indeed, man expresses and fulfils
himself by working. At the same time, work
has a "social" dimension through its
intimate relationship not only to the
family, but also to the common good, since
"it may truly be said that it is only by the
labour of working-men that States grow
rich".14
These are themes that I have taken up and
developed in my Encyclical Laborem
exercens.15
Another important principle is undoubtedly
that of the right to "private property".16
The amount of space devoted to this subject
in the Encyclical shows the importance
attached to it. The Pope is well aware that
private property is not an absolute value,
nor does he fail to proclaim the necessary
complementary principles, such as the
universal destination of the earth's goods.17
On
the other hand, it is certainly true that
the type of private property which Leo XIII
mainly considers is land ownership.18
But this does not mean that the reasons
adduced to safeguard private property or to
affirm the right to possess the things
necessary for one's personal development and
the development of one's family, whatever
the concrete form which that right may
assume, are not still valid today. This is
something which must be affirmed once more
in the face of the changes we are witnessing
in systems formerly dominated by collective
ownership of the means of production, as
well as in the face of the increasing
instances of poverty or, more precisely, of
hindrances to private ownership in many
parts of the world, including those where
systems predominate which are based on an
affirmation of the right to private
property. As a result of these changes and
of the persistence of poverty, a deeper
analysis of the problem is called for, an
analysis which will be developed later in
this document.
7.
In close connection with the right to
private property, Pope Leo XIII's Encyclical
also affirms other rights as
inalienable and proper to the human person.
Prominent among these, because of the space
which the Pope devotes to it and the
importance which he attaches to it, is the
"natural human right" to form private
associations. This means above all the
right to establish professional associations
of employers and workers, or of workers
alone.19
Here we find the reason for the Church's
defence and approval of the establishment of
what are commonly called trade unions:
certainly not because of ideological
prejudices or in order to surrender to a
class mentality, but because the right of
association is a natural right of the human
being, which therefore precedes his or her
incorporation into political society.
Indeed, the formation of unions "cannot ...
be prohibited by the State", because "the
State is bound to protect natural rights,
not to destroy them; and if it forbids its
citizens to form associations, it
contradicts the very principle of its own
existence".20
Together with this right, which — it must be
stressed — the Pope explicitly acknowledges
as belonging to workers, or, using his own
language, to "the working class", the
Encyclical affirms just as clearly the right
to the "limitation of working hours", the
right to legitimate rest and the right of
children and women21
to be treated differently with regard to the
type and duration of work.
If
we keep in mind what history tells us about
the practices permitted or at least not
excluded by law regarding the way in which
workers were employed, without any
guarantees as to working hours or the
hygienic conditions of the work-place, or
even regarding the age and sex of
apprentices, we can appreciate the Pope's
severe statement: "It is neither just nor
human so to grind men down with excessive
labour as to stupefy their minds and wear
out their bodies". And referring to the
"contract" aimed at putting into effect
"labour relations" of this sort, he affirms
with greater precision, that "in all
agreements between employers and workers
there is always the condition expressed or
understood" that proper rest be allowed,
proportionate to "the wear and tear of one's
strength". He then concludes: "To agree in
any other sense would be against what is
right and just".22
8.
The Pope immediately adds another right
which the worker has as a person. This
is the right to a "just wage", which cannot
be left to the "free consent of the parties,
so that the employer, having paid what was
agreed upon, has done his part and seemingly
is not called upon to do anything beyond".23
It was said at the time that the State does
not have the power to intervene in the terms
of these contracts, except to ensure the
fulfilment of what had been explicitly
agreed upon. This concept of relations
between employers and employees, purely
pragmatic and inspired by a thorough-going
individualism, is severely censured in the
Encyclical as contrary to the twofold nature
of work as a personal and necessary reality.
For if work as something personal
belongs to the sphere of the individual's
free use of his own abilities and energy,
as something necessary it is governed by
the grave obligation of every individual to
ensure "the preservation of life". "It
necessarily follows", the Pope concludes,
"that every individual has a natural right
to procure what is required to live; and the
poor can procure that in no other way than
by what they can earn through their work".24
A
workman's wages should be sufficient to
enable him to support himself, his wife and
his children. "If through necessity or fear
of a worse evil the workman accepts harder
conditions because an employer or contractor
will afford no better, he is made the victim
of force and injustice".25
Would that these words, written at a time
when what has been called "unbridled
capitalism" was pressing forward, should not
have to be repeated today with the same
severity. Unfortunately, even today one
finds instances of contracts between
employers and employees which lack reference
to the most elementary justice regarding the
employment of children or women, working
hours, the hygienic condition of the
work-place and fair pay; and this is the
case despite the International
Declarations and Conventions on
the subject26
and the internal laws of States. The
Pope attributed to the "public authority"
the "strict duty" of providing properly for
the welfare of the workers, because a
failure to do so violates justice; indeed,
he did not hesitate to speak of
"distributive justice".27
9.
To these rights Pope Leo XIII adds another
right regarding the condition of the working
class, one which I wish to mention because
of its importance: namely, the right to
discharge freely one's religious duties. The
Pope wished to proclaim this right within
the context of the other rights and duties
of workers, notwithstanding the general
opinion, even in his day, that such
questions pertained exclusively to an
individual's private life. He affirms the
need for Sunday rest so that people may turn
their thoughts to heavenly things and to the
worship which they owe to Almighty God.28
No one can take away this human right, which
is based on a commandment; in the words of
the Pope: "no man may with impunity violate
that human dignity which God himself treats
with great reverence", and consequently, the
State must guarantee to the worker the
exercise of this freedom.29
It
would not be mistaken to see in this clear
statement a springboard for the principle of
the right to religious freedom, which was to
become the subject of many solemn
International Declarations and
Conventions,30
as well as of the Second Vatican Council's
well-known Declaration and of my own
repeated teaching.31
In this regard, one may ask whether existing
laws and the practice of industrialized
societies effectively ensure in our own day
the exercise of this basic right to Sunday
rest.
10.
Another important aspect, which has many
applications to our own day, is the concept
of the relationship between the State and
its citizens. Rerum novarum
criticizes two social and economic systems:
socialism and liberalism. The opening
section, in which the right to private
property is reaffirmed, is devoted to
socialism. Liberalism is not the subject of
a special section, but it is worth noting
that criticisms of it are raised in the
treatment of the duties of the State.32
The State cannot limit itself to "favouring
one portion of the citizens", namely the
rich and prosperous, nor can it "neglect the
other", which clearly represents the
majority of society. Otherwise, there would
be a violation of that law of justice which
ordains that every person should receive his
due. "When there is question of defending
the rights of individuals, the defenceless
and the poor have a claim to special
consideration. The richer class has many
ways of shielding itself, and stands less in
need of help from the State; whereas the
mass of the poor have no resources of their
own to fall back on, and must chiefly depend
on the assistance of the State. It is for
this reason that wage-earners, since they
mostly belong to the latter class, should be
specially cared for and protected by the
Government".33
These
passages are relevant today, especially in
the face of the new forms of poverty in the
world, and also because they are
affirmations which do not depend on a
specific notion of the State or on a
particular political theory. Leo XIII is
repeating an elementary principle of sound
political organization, namely, the more
that individuals are defenceless within a
given society, the more they require the
care and concern of others, and in
particular the intervention of governmental
authority.
In
this way what we nowadays call the principle
of solidarity, the validity of which both in
the internal order of each nation and in the
international order I have discussed in the
Encyclical
Sollicitudo rei socialis,34
is clearly seen to be one of the fundamental
principles of the Christian view of social
and political organization. This principle
is frequently stated by Pope Leo XIII, who
uses the term "friendship", a concept
already found in Greek philosophy. Pope Pius
XI refers to it with the equally meaningful
term "social charity". Pope Paul VI,
expanding the concept to cover the many
modern aspects of the social question,
speaks of a "civilization of love".35
11.
Re-reading the Encyclical in the light of
contemporary realities enables us to
appreciate the Church's constant concern
for and dedication to categories of
people who are especially beloved to the
Lord Jesus. The content of the text is an
excellent testimony to the continuity within
the Church of the so-called "preferential
option for the poor", an option which I
defined as a "special form of primacy in the
exercise of Christian charity".36
Pope Leo's Encyclical on the "condition of
the workers" is thus an Encyclical on the
poor and on the terrible conditions to which
the new and often violent process of
industrialization had reduced great
multitudes of people. Today, in many parts
of the world, similar processes of economic,
social and political transformation are
creating the same evils.
If
Pope Leo XIII calls upon the State to remedy
the condition of the poor in accordance with
justice, he does so because of his timely
awareness that the State has the duty of
watching over the common good and of
ensuring that every sector of social life,
not excluding the economic one, contributes
to achieving that good, while respecting the
rightful autonomy of each sector. This
should not however lead us to think that
Pope Leo expected the State to solve every
social problem. On the contrary, he
frequently insists on necessary limits to
the State's intervention and on its
instrumental character, inasmuch as the
individual, the family and society are prior
to the State, and inasmuch as the State
exists in order to protect their rights and
not stifle them.37
The
relevance of these reflections for our own
day is inescapable. It will be useful to
return later to this important subject of
the limits inherent in the nature of the
state. For now, the points which have been
emphasized (certainly not the only ones in
the Encyclical) are situated in continuity
with the Church's social teaching, and in
the light of a sound view of private
property, work, the economic process, the
reality of the State and, above all, of man
himself. Other themes will be mentioned
later when we examine certain aspects of the
contemporary situation. From this point
forward it will be necessary to keep in mind
that the main thread and, in a certain
sense, the guiding principle of Pope Leo's
Encyclical, and of all of the Church's
social doctrine, is a correct view of the
human person and of his unique value,
inasmuch as "man ... is the only creature on
earth which God willed for itself".38
God has imprinted his own image and likeness
on man (cf. Gen 1:26), conferring upon him
an incomparable dignity, as the Encyclical
frequently insists. In effect, beyond the
rights which man acquires by his own work,
there exist rights which do not correspond
to any work he performs, but which flow from
his essential dignity as a person.
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II.
TOWARDS THE "NEW THINGS" OF TODAY
12. The
commemoration of Rerum novarum would
be incomplete unless reference were also
made to the situation of the world today.
The document lends itself to such a
reference, because the historical picture
and the prognosis which it suggests have
proved to be surprisingly accurate in the
light of what has happened since then.
This is
especially confirmed by the events which
took place near the end of 1989 and at the
beginning of 1990. These events, and the
radical transformations which followed, can
only be explained by the preceding
situations which, to a certain extent,
crystallized or institutionalized Leo XIII's
predictions and the increasingly disturbing
signs noted by his Successors. Pope Leo
foresaw the negative consequences —
political, social and economic — of the
social order proposed by "socialism", which
at that time was still only a social
philosophy and not yet a fully structured
movement. It may seem surprising that
"socialism" appeared at the beginning of the
Pope's critique of solutions to the
"question of the working class" at a time
when "socialism" was not yet in the form of
a strong and powerful State, with all the
resources which that implies, as was later
to happen. However, he correctly judged the
danger posed to the masses by the attractive
presentation of this simple and radical
solution to the "question of the working
class" of the time — all the more so when
one considers the terrible situation of
injustice in which the working classes of
the recently industrialized nations found
themselves.
Two things
must be emphasized here: first, the great
clarity in perceiving, in all its harshness,
the actual condition of the working class —
men, women and children; secondly, equal
clarity in recognizing the evil of a
solution which, by appearing to reverse the
positions of the poor and the rich, was in
reality detrimental to the very people whom
it was meant to help. The remedy would prove
worse than the sickness. By defining the
nature of the socialism of his day as the
suppression of private property, Leo XIII
arrived at the crux of the problem.
His
words deserve to be re-read attentively: "To
remedy these wrongs (the unjust distribution
of wealth and the poverty of the workers),
the Socialists encourage the poor man's envy
of the rich and strive to do away with
private property, contending that individual
possessions should become the common
property of all...; but their contentions
are so clearly powerless to end the
controversy that, were they carried into
effect, the working man himself would be
among the first to suffer. They are moreover
emphatically unjust, for they would rob the
lawful possessor, distort the functions of
the State, and create utter confusion in the
community".39
The evils caused by the setting up of this
type of socialism as a State system — what
would later be called "Real Socialism" —
could not be better expressed.
13.
Continuing our reflections, and referring
also to what has been said in the
Encyclicals Laborem exercens and
Sollicitudo rei socialis, we have to add
that the fundamental error of socialism is
anthropological in nature. Socialism
considers the individual person simply as an
element, a molecule within the social
organism, so that the good of the individual
is completely subordinated to the
functioning of the socio-economic mechanism.
Socialism likewise maintains that the good
of the individual can be realized without
reference to his free choice, to the unique
and exclusive responsibility which he
exercises in the face of good or evil. Man
is thus reduced to a series of social
relationships, and the concept of the person
as the autonomous subject of moral decision
disappears, the very subject whose decisions
build the social order. From this mistaken
conception of the person there arise both a
distortion of law, which defines the sphere
of the exercise of freedom, and an
opposition to private property. A person who
is deprived of something he can call "his
own", and of the possibility of earning a
living through his own initiative, comes to
depend on the social machine and on those
who control it. This makes it much more
difficult for him to recognize his dignity
as a person, and hinders progress towards
the building up of an authentic human
community.
In
contrast, from the Christian vision of the
human person there necessarily follows a
correct picture of society. According to
Rerum novarum and the whole social
doctrine of the Church, the social nature of
man is not completely fulfilled in the
State, but is realized in various
intermediary groups, beginning with the
family and including economic, social,
political and cultural groups which stem
from human nature itself and have their own
autonomy, always with a view to the common
good. This is what I have called the
"subjectivity" of society which, together
with the subjectivity of the individual, was
cancelled out by "Real Socialism".40
If we then
inquire as to the source of this mistaken
concept of the nature of the person and the
"subjectivity" of society, we must reply
that its first cause is atheism. It is by
responding to the call of God contained in
the being of things that man becomes aware
of his transcendent dignity. Every
individual must give this response, which
constitutes the apex of his humanity, and no
social mechanism or collective subject can
substitute for it. The denial of God
deprives the person of his foundation, and
consequently leads to a reorganization of
the social order without reference to the
person's dignity and responsibility.
The
atheism of which we are speaking is also
closely connected with the rationalism of
the Enlightenment, which views human and
social reality in a mechanistic way. Thus
there is a denial of the supreme insight
concerning man's true greatness, his
transcendence in respect to earthly
realities, the contradiction in his heart
between the desire for the fullness of what
is good and his own inability to attain it
and, above all, the need for salvation which
results from this situation.
14.
From the same atheistic source, socialism
also derives its choice of the means of
action condemned in Rerum novarum,
namely, class struggle. The Pope does not,
of course, intend to condemn every possible
form of social conflict. The Church is well
aware that in the course of history
conflicts of interest between different
social groups inevitably arise, and that in
the face of such conflicts Christians must
often take a position, honestly and
decisively. The Encyclical Laborem
exercens moreover clearly recognized the
positive role of conflict when it takes the
form of a "struggle for social justice";41
Quadragesimo anno had already stated
that "if the class struggle abstains from
enmities and mutual hatred, it gradually
changes into an honest discussion of
differences founded on a desire for
justice".42
However,
what is condemned in class struggle is the
idea that conflict is not restrained by
ethical or juridical considerations, or by
respect for the dignity of others (and
consequently of oneself); a reasonable
compromise is thus excluded, and what is
pursued is not the general good of society,
but a partisan interest which replaces the
common good and sets out to destroy whatever
stands in its way. In a word, it is a
question of transferring to the sphere of
internal conflict between social groups the
doctrine of "total war", which the
militarism and imperialism of that time
brought to bear on international relations.
As a result of this doctrine, the search for
a proper balance between the interests of
the various nations was replaced by attempts
to impose the absolute domination of one's
own side through the destruction of the
other side's capacity to resist, using every
possible means, not excluding the use of
lies, terror tactics against citizens, and
weapons of utter destruction (which
precisely in those years were beginning to
be designed). Therefore class struggle in
the Marxist sense and militarism have the
same root, namely, atheism and contempt for
the human person, which place the principle
of force above that of reason and law.
15.
Rerum novarum is opposed to State
control of the means of production, which
would reduce every citizen to being a "cog"
in the State machine. It is no less forceful
in criticizing a concept of the State which
completely excludes the economic sector from
the State's range of interest and action.
There is certainly a legitimate sphere of
autonomy in economic life which the State
should not enter. The State, however, has
the task of determining the juridical
framework within which economic affairs are
to be conducted, and thus of safeguarding
the prerequisites of a free economy, which
presumes a certain equality between the
parties, such that one party would not be so
powerful as practically to reduce the other
to subservience.43
In this
regard, Rerum novarum points the way
to just reforms which can restore dignity to
work as the free activity of man. These
reforms imply that society and the State
will both assume responsibility, especially
for protecting the worker from the nightmare
of unemployment. Historically, this has
happened in two converging ways: either
through economic policies aimed at ensuring
balanced growth and full employment, or
through unemployment insurance and
retraining programmes capable of ensuring a
smooth transfer of workers from crisis
sectors to those in expansion.
Furthermore, society and the State must
ensure wage levels adequate for the
maintenance of the worker and his family,
including a certain amount for savings. This
requires a continuous effort to improve
workers' training and capability so that
their work will be more skilled and
productive, as well as careful controls and
adequate legislative measures to block
shameful forms of exploitation, especially
to the disadvantage of the most vulnerable
workers, of immigrants and of those on the
margins of society. The role of trade unions
in negotiating minimum salaries and working
conditions is decisive in this area.
Finally, "humane" working hours and adequate
free-time need to be guaranteed, as well as
the right to express one's own personality
at the work-place without suffering any
affront to one's conscience or personal
dignity. This is the place to mention once
more the role of trade unions, not only in
negotiating contracts, but also as "places"
where workers can express themselves. They
serve the development of an authentic
culture of work and help workers to share in
a fully human way in the life of their place
of employment.44
The
State must contribute to the achievement of
these goals both directly and indirectly.
Indirectly and according to the principle
of subsidiarity, by creating favourable
conditions for the free exercise of economic
activity, which will lead to abundant
opportunities for employment and sources of
wealth. Directly and according to the
principle of solidarity, by defending
the weakest, by placing certain limits on
the autonomy of the parties who determine
working conditions, and by ensuring in every
case the necessary minimum support for the
unemployed worker.45
The
Encyclical and the related social teaching
of the Church had far-reaching influence in
the years bridging the nineteenth and
twentieth centuries. This influence is
evident in the numerous reforms which were
introduced in the areas of social security,
pensions, health insurance and compensation
in the case of accidents, within the
framework of greater respect for the rights
of workers.46
16. These
reforms were carried out in part by States,
but in the struggle to achieve them the
role of the workers' movement was an
important one. This movement, which began as
a response of moral conscience to unjust and
harmful situations, conducted a widespread
campaign for reform, far removed from vague
ideology and closer to the daily needs of
workers. In this context its efforts were
often joined to those of Christians in order
to improve workers' living conditions. Later
on, this movement was dominated to a certain
extent by the Marxist ideology against which
Rerum novarum had spoken.
These same
reforms were also partly the result of an
open process by which society organized
itself through the establishment of
effective instruments of solidarity, which
were capable of sustaining an economic
growth more respectful of the values of the
person. Here we should remember the numerous
efforts to which Christians made a notable
contribution in establishing producers',
consumers' and credit cooperatives, in
promoting general education and professional
training, in experimenting with various
forms of participation in the life of the
work-place and in the life of society in
general.
Thus, as
we look at the past, there is good reason to
thank God that the great Encyclical was not
without an echo in human hearts and indeed
led to a generous response on the practical
level. Still, we must acknowledge that its
prophetic message was not fully accepted by
people at the time. Precisely for this
reason there ensued some very serious
tragedies.
17.
Reading the Encyclical within the context of
Pope Leo's whole magisterium,47
we see how it points essentially to the
socio-economic consequences of an error
which has even greater implications. As has
been mentioned, this error consists in an
understanding of human freedom which
detaches it from obedience to the truth, and
consequently from the duty to respect the
rights of others. The essence of freedom
then becomes self-love carried to the point
of contempt for God and neighbour, a
self-love which leads to an unbridled
affirmation of self-interest and which
refuses to be limited by any demand of
justice.48
This very
error had extreme consequences in the tragic
series of wars which ravaged Europe and the
world between 1914 and 1945. Some of these
resulted from militarism and exaggerated
nationalism, and from related forms of
totalitarianism; some derived from the class
struggle; still others were civil wars or
wars of an ideological nature. Without the
terrible burden of hatred and resentment
which had built up as a result of so many
injustices both on the international level
and within individual States, such cruel
wars would not have been possible, in which
great nations invested their energies and in
which there was no hesitation to violate the
most sacred human rights, with the
extermination of entire peoples and social
groups being planned and carried out. Here
we recall the Jewish people in particular,
whose terrible fate has become a symbol of
the aberration of which man is capable when
he turns against God.
However, it is only when hatred and
injustice are sanctioned and organized by
the ideologies based on them, rather than on
the truth about man, that they take
possession of entire nations and drive them
to act.49
Rerum novarum opposed ideologies of
hatred and showed how violence and
resentment could be overcome by justice. May
the memory of those terrible events guide
the actions of everyone, particularly the
leaders of nations in our own time, when
other forms of injustice are fuelling new
hatreds and when new ideologies which exalt
violence are appearing on the horizon.
18. While
it is true that since 1945 weapons have been
silent on the European continent, it must be
remembered that true peace is never simply
the result of military victory, but rather
implies both the removal of the causes of
war and genuine reconciliation between
peoples. For many years there has been in
Europe and the world a situation of non-war
rather than genuine peace. Half of the
continent fell under the domination of a
Communist dictatorship, while the other half
organized itself in defence against this
threat. Many peoples lost the ability to
control their own destiny and were enclosed
within the suffocating boundaries of an
empire in which efforts were made to destroy
their historical memory and the
centuries-old roots of their culture. As a
result of this violent division of Europe,
enormous masses of people were compelled to
leave their homeland or were forcibly
deported.
An
insane arms race swallowed up the resources
needed for the development of national
economies and for assistance to the less
developed nations. Scientific and
technological progress, which should have
contributed to man's well-being, was
transformed into an instrument of war:
science and technology were directed to the
production of ever more efficient and
destructive weapons. Meanwhile, an ideology,
a perversion of authentic philosophy, was
called upon to provide doctrinal
justification for the new war. And this war
was not simply expected and prepared for,
but was actually fought with enormous
bloodshed in various parts of the world. The
logic of power blocs or empires, denounced
in various Church documents and recently in
the Encyclical
Sollicitudo rei socialis,50
led to a situation in which controversies
and disagreements among Third World
countries were systematically aggravated and
exploited in order to create difficulties
for the adversary.
Extremist groups, seeking to resolve such
controversies through the use of arms, found
ready political and military support and
were equipped and trained for war; those who
tried to find peaceful and humane solutions,
with respect for the legitimate interests of
all parties, remained isolated and often
fell victim to their opponents. In addition,
the precariousness of the peace which
followed the Second World War was one of the
principal causes of the militarization of
many Third World countries and the
fratricidal conflicts which afflicted them,
as well as of the spread of terrorism and of
increasingly barbaric means of political and
military conflict. Moreover, the whole world
was oppressed by the threat of an atomic war
capable of leading to the extinction of
humanity. Science used for military purposes
had placed this decisive instrument at the
disposal of hatred, strengthened by
ideology. But if war can end without winners
or losers in a suicide of humanity, then we
must repudiate the logic which leads to it:
the idea that the effort to destroy the
enemy, confrontation and war itself are
factors of progress and historical
advancement.51
When the need for this repudiation is
understood, the concepts of "total war" and
"class struggle" must necessarily be called
into question.
19. At the
end of the Second World War, however, such a
development was still being formed in
people's consciences. What received
attention was the spread of Communist
totalitarianism over more than half of
Europe and over other parts of the world.
The war, which should have re-established
freedom and restored the right of nations,
ended without having attained these goals.
Indeed, in a way, for many peoples,
especially those which had suffered most
during the war, it openly contradicted these
goals. It may be said that the situation
which arose has evoked different responses.
Following
the destruction caused by the war, we see in
some countries and under certain aspects a
positive effort to rebuild a democratic
society inspired by social justice, so as to
deprive Communism of the revolutionary
potential represented by masses of people
subjected to exploitation and oppression. In
general, such attempts endeavour to preserve
free market mechanisms, ensuring, by means
of a stable currency and the harmony of
social relations, the conditions for steady
and healthy economic growth in which people
through their own work can build a better
future for themselves and their families. At
the same time, these attempts try to avoid
making market mechanisms the only point of
reference for social life, and they tend to
subject them to public control which upholds
the principle of the common destination of
material goods. In this context, an
abundance of work opportunities, a solid
system of social security and professional
training, the freedom to join trade unions
and the effective action of unions, the
assistance provided in cases of
unemployment, the opportunities for
democratic participation in the life of
society — all these are meant to deliver
work from the mere condition of "a
commodity", and to guarantee its dignity.
Then there
are the other social forces and ideological
movements which oppose Marxism by setting up
systems of "national security", aimed at
controlling the whole of society in a
systematic way, in order to make Marxist
infiltration impossible. By emphasizing and
increasing the power of the State, they wish
to protect their people from Communism, but
in doing so they run the grave risk of
destroying the freedom and values of the
person, the very things for whose sake it is
necessary to oppose Communism.
Another
kind of response, practical in nature, is
represented by the affluent society or the
consumer society. It seeks to defeat Marxism
on the level of pure materialism by showing
how a free-market society can achieve a
greater satisfaction of material human needs
than Communism, while equally excluding
spiritual values. In reality, while on the
one hand it is true that this social model
shows the failure of Marxism to contribute
to a humane and better society, on the other
hand, insofar as it denies an autonomous
existence and value to morality, law,
culture and religion, it agrees with
Marxism, in the sense that it totally
reduces man to the sphere of economics and
the satisfaction of material needs.
20. During
the same period a widespread process of
"decolonization" occurred, by which many
countries gained or regained their
independence and the right freely to
determine their own destiny. With the formal
re-acquisition of State sovereignty,
however, these countries often find
themselves merely at the beginning of the
journey towards the construction of genuine
independence. Decisive sectors of the
economy still remain de facto in the
hands of large foreign companies which are
unwilling to commit themselves to the
long-term development of the host country.
Political life itself is controlled by
foreign powers, while within the national
boundaries there are tribal groups not yet
amalgamated into a genuine national
community. Also lacking is a class of
competent professional people capable of
running the State apparatus in an honest and
just way, nor are there qualified personnel
for managing the economy in an efficient and
responsible manner.
Given this
situation, many think that Marxism can offer
a sort of short-cut for building up the
nation and the State; thus many variants of
socialism emerge with specific national
characteristics. Legitimate demands for
national recovery, forms of nationalism and
also of militarism, principles drawn from
ancient popular traditions (which are
sometimes in harmony with Christian social
doctrine) and Marxist-Leninist concepts and
ideas — all these mingle in the many
ideologies which take shape in ways that
differ from case to case.
21.
Lastly, it should be remembered that after
the Second World War, and in reaction to its
horrors, there arose a more lively sense of
human rights, which found recognition in a
number of
International Documents52
and, one might say, in the drawing up of a
new "right of nations", to which the Holy
See has constantly contributed. The focal
point of this evolution has been the United
Nations Organization. Not only has there
been a development in awareness of the
rights of individuals, but also in awareness
of the rights of nations, as well as a
clearer realization of the need to act in
order to remedy the grave imbalances that
exist between the various geographical areas
of the world. In a certain sense, these
imbalances have shifted the centre of the
social question from the national to the
international level.53
While
noting this process with satisfaction,
nevertheless one cannot ignore the fact that
the overall balance of the various policies
of aid for development has not always been
positive. The United Nations, moreover, has
not yet succeeded in establishing, as
alternatives to war, effective means for the
resolution of international conflicts. This
seems to be the most urgent problem which
the international community has yet to
resolve.
|
|
III. THE
YEAR 1989
22. It is
on the basis of the world situation just
described, and already elaborated in the
Encyclical Sollicitudo rei socialis,
that the unexpected and promising
significance of the events of recent years
can be understood. Although they certainly
reached their climax in 1989 in the
countries of Central and Eastern Europe,
they embrace a longer period of time and a
wider geographical area. In the course of
the 80s, certain dictatorial and oppressive
regimes fell one by one in some countries of
Latin America and also of Africa and Asia.
In other cases there began a difficult but
productive transition towards more
participatory and more just political
structures. An important, even decisive,
contribution was made by the Church's
commitment to defend and promote human
rights. In situations strongly
influenced by ideology, in which
polarization obscured the awareness of a
human dignity common to all, the Church
affirmed clearly and forcefully that every
individual — whatever his or her personal
convictions — bears the image of God and
therefore deserves respect. Often, the vast
majority of people identified themselves
with this kind of affirmation, and this led
to a search for forms of protest and for
political solutions more respectful of the
dignity of the person.
From this
historical process new forms of democracy
have emerged which offer a hope for change
in fragile political and social structures
weighed down by a painful series of
injustices and resentments, as well as by a
heavily damaged economy and serious social
conflicts. Together with the whole Church, I
thank God for the often heroic witness borne
in such difficult circumstances by many
Pastors, entire Christian communities,
individual members of the faithful, and
other people of good will; at the same time
I pray that he will sustain the efforts
being made by everyone to build a better
future. This is, in fact, a responsibility
which falls not only to the citizens of the
countries in question, but to all Christians
and people of good will. It is a question of
showing that the complex problems faced by
those peoples can be resolved through
dialogue and solidarity, rather than by a
struggle to destroy the enemy through war.
23. Among
the many factors involved in the fall of
oppressive regimes, some deserve special
mention. Certainly, the decisive factor
which gave rise to the changes was the
violation of the rights of workers. It
cannot be forgotten that the fundamental
crisis of systems claiming to express the
rule and indeed the dictatorship of the
working class began with the great upheavals
which took place in Poland in the name of
solidarity. It was the throngs of working
people which foreswore the ideology which
presumed to speak in their name. On the
basis of a hard, lived experience of work
and of oppression, it was they who recovered
and, in a sense, rediscovered the content
and principles of the Church's social
doctrine.
Also
worthy of emphasis is the fact that the fall
of this kind of "bloc" or empire was
accomplished almost everywhere by means of
peaceful protest, using only the weapons of
truth and justice. While Marxism held that
only by exacerbating social conflicts was it
possible to resolve them through violent
confrontation, the protests which led to the
collapse of Marxism tenaciously insisted on
trying every avenue of negotiation,
dialogue, and witness to the truth,
appealing to the conscience of the adversary
and seeking to reawaken in him a sense of
shared human dignity.
It
seemed that the European order resulting
from the Second World War and sanctioned by
the Yalta Agreements could only be
overturned by another war. Instead, it has
been overcome by the non-violent commitment
of people who, while always refusing to
yield to the force of power, succeeded time
after time in finding effective ways of
bearing witness to the truth. This disarmed
the adversary, since violence always needs
to justify itself through deceit, and to
appear, however falsely, to be defending a
right or responding to a threat posed by
others.54
Once again I thank God for having sustained
people's hearts amid difficult trials, and I
pray that this example will prevail in other
places and other circumstances. May people
learn to fight for justice without violence,
renouncing class struggle in their internal
disputes, and war in international ones.
24. The
second factor in the crisis was certainly
the inefficiency of the economic system,
which is not to be considered simply as a
technical problem, but rather a consequence
of the violation of the human rights to
private initiative, to ownership of property
and to freedom in the economic sector. To
this must be added the cultural and national
dimension: it is not possible to understand
man on the basis of economics alone, nor to
define him simply on the basis of class
membership. Man is understood in a more
complete way when he is situated within the
sphere of culture through his language,
history, and the position he takes towards
the fundamental events of life, such as
birth, love, work and death. At the heart of
every culture lies the attitude man takes to
the greatest mystery: the mystery of God.
Different cultures are basically different
ways of facing the question of the meaning
of personal existence. When this question is
eliminated, the culture and moral life of
nations are corrupted. For this reason the
struggle to defend work was spontaneously
linked to the struggle for culture and for
national rights.
But the
true cause of the new developments was the
spiritual void brought about by atheism,
which deprived the younger generations of a
sense of direction and in many cases led
them, in the irrepressible search for
personal identity and for the meaning of
life, to rediscover the religious roots of
their national cultures, and to rediscover
the person of Christ himself as the
existentially adequate response to the
desire in every human heart for goodness,
truth and life. This search was supported by
the witness of those who, in difficult
circumstances and under persecution,
remained faithful to God. Marxism had
promised to uproot the need for God from the
human heart, but the results have shown that
it is not possible to succeed in this
without throwing the heart into turmoil.
25. The
events of 1989 are an example of the success
of willingness to negotiate and of the
Gospel spirit in the face of an adversary
determined not to be bound by moral
principles. These events are a warning to
those who, in the name of political realism,
wish to banish law and morality from the
political arena. Undoubtedly, the struggle
which led to the changes of 1989 called for
clarity, moderation, suffering and
sacrifice. In a certain sense, it was a
struggle born of prayer, and it would have
been unthinkable without immense trust in
God, the Lord of history, who carries the
human heart in his hands. It is by uniting
his own sufferings for the sake of truth and
freedom to the sufferings of Christ on the
Cross that man is able to accomplish the
miracle of peace and is in a position to
discern the often narrow path between the
cowardice which gives in to evil and the
violence which, under the illusion of
fighting evil, only makes it worse.
Nevertheless, it cannot be forgotten that
the manner in which the individual exercises
his freedom is conditioned in innumerable
ways. While these certainly have an
influence on freedom, they do not determine
it; they make the exercise of freedom more
difficult or less difficult, but they cannot
destroy it. Not only is it wrong from the
ethical point of view to disregard human
nature, which is made for freedom, but in
practice it is impossible to do so. Where
society is so organized as to reduce
arbitrarily or even suppress the sphere in
which freedom is legitimately exercised, the
result is that the life of society becomes
progressively disorganized and goes into
decline.
Moreover, man, who was created for freedom,
bears within himself the wound of original
sin, which constantly draws him towards evil
and puts him in need of redemption. Not only
is this doctrine an integral part of
Christian revelation; it also has great
hermeneutical value insofar as it helps one
to understand human reality. Man tends
towards good, but he is also capable of
evil. He can transcend his immediate
interest and still remain bound to it. The
social order will be all the more stable,
the more it takes this fact into account and
does not place in opposition personal
interest and the interests of society as a
whole, but rather seeks ways to bring them
into fruitful harmony. In fact, where
self-interest is violently suppressed, it is
replaced by a burdensome system of
bureaucratic control which dries up the
wellsprings of initiative and creativity.
When people think they possess the secret of
a perfect social organization which makes
evil impossible, they also think that they
can use any means, including violence and
deceit, in order to bring that organization
into being. Politics then becomes a "secular
religion" which operates under the illusion
of creating paradise in this world. But no
political society — which possesses its own
autonomy and laws55
— can ever be confused with the Kingdom of
God. The Gospel parable of the weeds among
the wheat (cf. Mt 13:24-30; 36-43) teaches
that it is for God alone to separate the
subjects of the Kingdom from the subjects of
the Evil One, and that this judgment will
take place at the end of time. By presuming
to anticipate judgment here and now, man
puts himself in the place of God and sets
himself against the patience of God.
Through
Christ's sacrifice on the Cross, the victory
of the Kingdom of God has been achieved once
and for all. Nevertheless, the Christian
life involves a struggle against temptation
and the forces of evil. Only at the end of
history will the Lord return in glory for
the final judgment (cf. Mt 25:31) with the
establishment of a new heaven and a new
earth (cf. 2 Pt 3:13; Rev 21:1); but as long
as time lasts the struggle between good and
evil continues even in the human heart
itself.
What
Sacred Scripture teaches us about the
prospects of the Kingdom of God is not
without consequences for the life of
temporal societies, which, as the adjective
indicates, belong to the realm of time, with
all that this implies of imperfection and
impermanence. The Kingdom of God, being
in the world without being of the
world, throws light on the order of human
society, while the power of grace penetrates
that order and gives it life. In this way
the requirements of a society worthy of man
are better perceived, deviations are
corrected, the courage to work for what is
good is reinforced. In union with all people
of good will, Christians, especially the
laity, are called to this task of imbuing
human realities with the Gospel.56
26. The
events of 1989 took place principally in the
countries of Eastern and Central Europe.
However, they have worldwide importance
because they have positive and negative
consequences which concern the whole human
family. These consequences are not
mechanistic or fatalistic in character, but
rather are opportunities for human freedom
to cooperate with the merciful plan of God
who acts within history.
The first
consequence was an encounter in some
countries between the Church and the
workers' movement, which came about as a
result of an ethical and explicitly
Christian reaction against a widespread
situation of injustice. For about a century
the workers' movement had fallen in part
under the dominance of Marxism, in the
conviction that the working class, in order
to struggle effectively against oppression,
had to appropriate its economic and
materialistic theories.
In
the crisis of Marxism, the natural dictates
of the consciences of workers have
re-emerged in a demand for justice and a
recognition of the dignity of work, in
conformity with the social doctrine of the
Church.57
The worker movement is part of a more
general movement among workers and other
people of good will for the liberation of
the human person and for the affirmation of
human rights. It is a movement which today
has spread to many countries, and which, far
from opposing the Catholic Church, looks to
her with interest.
The crisis
of Marxism does not rid the world of the
situations of injustice and oppression which
Marxism itself exploited and on which it
fed. To those who are searching today for a
new and authentic theory and praxis of
liberation, the Church offers not only her
social doctrine and, in general, her
teaching about the human person redeemed in
Christ, but also her concrete commitment and
material assistance in the struggle against
marginalization and suffering.
In
the recent past, the sincere desire to be on
the side of the oppressed and not to be cut
off from the course of history has led many
believers to seek in various ways an
impossible compromise between Marxism and
Christianity. Moving beyond all that was
short-lived in these attempts, present
circumstances are leading to a reaffirmation
of the positive value of an authentic
theology of integral human liberation.58
Considered from this point of view, the
events of 1989 are proving to be important
also for the countries of the Third World,
which are searching for their own path to
development, just as they were important for
the countries of Central and Eastern Europe.
27. The
second consequence concerns the peoples of
Europe themselves. Many individual, social,
regional and national injustices were
committed during and prior to the years in
which Communism dominated; much hatred and
ill-will have accumulated. There is a real
danger that these will re-explode after the
collapse of dictatorship, provoking serious
conflicts and casualties, should there be a
lessening of the moral commitment and
conscious striving to bear witness to the
truth which were the inspiration for past
efforts. It is to be hoped that hatred and
violence will not triumph in people's
hearts, especially among those who are
struggling for justice, and that all people
will grow in the spirit of peace and
forgiveness.
What is
needed are concrete steps to create or
consolidate international structures capable
of intervening through appropriate
arbitration in the conflicts which arise
between nations, so that each nation can
uphold its own rights and reach a just
agreement and peaceful settlement vis-à-vis
the rights of others. This is especially
needed for the nations of Europe, which are
closely united in a bond of common culture
and an ageold history. A great effort is
needed to rebuild morally and economically
the countries which have abandoned
Communism. For a long time the most
elementary economic relationships were
distorted, and basic virtues of economic
life, such as truthfulness, trustworthiness
and hard work were denigrated. A patient
material and moral reconstruction is needed,
even as people, exhausted by longstanding
privation, are asking their governments for
tangible and immediate results in the form
of material benefits and an adequate
fulfilment of their legitimate aspirations.
The fall
of Marxism has naturally had a great impact
on the division of the planet into worlds
which are closed to one another and in
jealous competition. It has further
highlighted the reality of interdependence
among peoples, as well as the fact that
human work, by its nature, is meant to unite
peoples, not divide them. Peace and
prosperity, in fact, are goods which belong
to the whole human race: it is not possible
to enjoy them in a proper and lasting way if
they are achieved and maintained at the cost
of other peoples and nations, by violating
their rights or excluding them from the
sources of well-being.
28. In a
sense, for some countries of Europe the real
post-war period is just beginning. The
radical reordering of economic systems,
hitherto collectivized, entails problems and
sacrifices comparable to those which the
countries of Western Europe had to face in
order to rebuild after the Second World War.
It is right that in the present difficulties
the formerly Communist countries should be
aided by the united effort of other nations.
Obviously they themselves must be the
primary agents of their own development, but
they must also be given a reasonable
opportunity to accomplish this goal,
something that cannot happen without the
help of other countries. Moreover, their
present condition, marked by difficulties
and shortages, is the result of an
historical process in which the formerly
Communist countries were often objects and
not subjects. Thus they find themselves in
the present situation not as a result of
free choice or mistakes which were made, but
as a consequence of tragic historical events
which were violently imposed on them, and
which prevented them from following the path
of economic and social development.
Assistance
from other countries, especially the
countries of Europe which were part of that
history and which bear responsibility for
it, represents a debt in justice. But it
also corresponds to the interest and welfare
of Europe as a whole, since Europe cannot
live in peace if the various conflicts which
have arisen as a result of the past are to
become more acute because of a situation of
economic disorder, spiritual dissatisfaction
and desperation.
This
need, however, must not lead to a slackening
of efforts to sustain and assist the
countries of the Third World, which often
suffer even more serious conditions of
poverty and want.59
What is called for is a special effort to
mobilize resources, which are not lacking in
the world as a whole, for the purpose of
economic growth and common development,
redefining the priorities and hierarchies of
values on the basis of which economic and
political choices are made. Enormous
resources can be made available by disarming
the huge military machines which were
constructed for the conflict between East
and West. These resources could become even
more abundant if, in place of war, reliable
procedures for the resolution of conflicts
could be set up, with the resulting spread
of the principle of arms control and arms
reduction, also in the countries of the
Third World, through the adoption of
appropriate measures against the arms trade.60
But it will be necessary above all to
abandon a mentality in which the poor — as
individuals and as peoples — are considered
a burden, as irksome intruders trying to
consume what others have produced. The poor
ask for the right to share in enjoying
material goods and to make good use of their
capacity for work, thus creating a world
that is more just and prosperous for all.
The advancement of the poor constitutes a
great opportunity for the moral, cultural
and even economic growth of all humanity.
29.
Finally, development must not be understood
solely in economic terms, but in a way that
is fully human.61
It is not only a question of raising all
peoples to the level currently enjoyed by
the richest countries, but rather of
building up a more decent life through
united labour, of concretely enhancing every
individual's dignity and creativity, as well
as his capacity to respond to his personal
vocation, and thus to God's call. The apex
of development is the exercise of the right
and duty to seek God, to know him and to
live in accordance with that knowledge.62
In the totalitarian and authoritarian
regimes, the principle that force
predominates over reason was carried to the
extreme. Man was compelled to submit to a
conception of reality imposed on him by
coercion, and not reached by virtue of his
own reason and the exercise of his own
freedom. This principle must be overturned
and total recognition must be given to
the rights of the human conscience,
which is bound only to the truth, both
natural and revealed. The recognition of
these rights represents the primary
foundation of every authentically free
political order.63
It is important to reaffirm this latter
principle for several reasons:
a)
because the old forms of totalitarianism and
authoritarianism are not yet completely
vanquished; indeed there is a risk that they
will regain their strength. This demands
renewed efforts of cooperation and
solidarity between all countries;
b)
because in the developed countries there is
sometimes an excessive promotion of purely
utilitarian values, with an appeal to the
appetites and inclinations towards immediate
gratification, making it difficult to
recognize and respect the hierarchy of the
true values of human existence;
c)
because in some countries new forms of
religious fundamentalism are emerging which
covertly, or even openly, deny to citizens
of faiths other than that of the majority
the full exercise of their civil and
religious rights, preventing them from
taking part in the cultural process, and
restricting both the Church's right to
preach the Gospel and the rights of those
who hear this preaching to accept it and to
be converted to Christ. No authentic
progress is possible without respect for the
natural and fundamental right to know the
truth and live according to that truth. The
exercise and development of this right
includes the right to discover and freely to
accept Jesus Christ, who is man's true good.64
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IV.
PRIVATE PROPERTY AND THE UNIVERSAL
DESTINATION OF MATERIAL GOODS
30.
In Rerum novarum, Leo XIII strongly
affirmed the natural character of the right
to private property, using various arguments
against the socialism of his time.65
This right, which is fundamental for the
autonomy and development of the person, has
always been defended by the Church up to our
own day. At the same time, the Church
teaches that the possession of material
goods is not an absolute right, and that its
limits are inscribed in its very nature as a
human right.
While the Pope proclaimed the right to
private ownership, he affirmed with equal
clarity that the "use" of goods, while
marked by freedom, is subordinated to their
original common destination as created
goods, as well as to the will of Jesus
Christ as expressed in the Gospel. Pope Leo
wrote: "those whom fortune favours are
admonished ... that they should tremble at
the warnings of Jesus Christ ... and that a
most strict account must be given to the
Supreme Judge for the use of all they
possess"; and quoting Saint Thomas Aquinas,
he added: "But if the question be asked, how
must one's possessions be used? the Church
replies without hesitation that man should
not consider his material possessions as his
own, but as common to all...", because
"above the laws and judgments of men stands
the law, the judgment of Christ".66
The
Successors of Leo XIII have repeated this
twofold affirmation: the necessity and
therefore the legitimacy of private
ownership, as well as the limits which are
imposed on it.67
The Second Vatican Council likewise clearly
restated the traditional doctrine in words
which bear repeating: "In making use of the
exterior things we lawfully possess, we
ought to regard them not just as our own but
also as common, in the sense that they can
profit not only the owners but others too";
and a little later we read: "Private
property or some ownership of external goods
affords each person the scope needed for
personal and family autonomy, and should be
regarded as an extension of human freedom
... Of its nature private property also has
a social function which is based on the law
of the common purpose of goods".68
I have returned to this same doctrine, first
in my address to the Third Conference of the
Latin American Bishops at Puebla, and later
in the Encyclicals Laborem exercens
and
Sollicitudo rei socialis.69
31.
Re-reading this teaching on the right to
property and the common destination of
material wealth as it applies to the present
time, the question can be raised concerning
the origin of the material goods which
sustain human life, satisfy people's needs
and are an object of their rights.
The
original source of all that is good is the
very act of God, who created both the earth
and man, and who gave the earth to man so
that he might have dominion over it by his
work and enjoy its fruits (Gen 1:28). God
gave the earth to the whole human race for
the sustenance of all its members, without
excluding or favouring anyone. This is
the foundation of the universal destination
of the earth's goods. The earth, by
reason of its fruitfulness and its capacity
to satisfy human needs, is God's first gift
for the sustenance of human life. But the
earth does not yield its fruits without a
particular human response to God's gift,
that is to say, without work. It is through
work that man, using his intelligence and
exercising his freedom, succeeds in
dominating the earth and making it a fitting
home. In this way, he makes part of the
earth his own, precisely the part which he
has acquired through work; this is the
origin of individual property.
Obviously, he also has the responsibility
not to hinder others from having their own
part of God's gift; indeed, he must
cooperate with others so that together all
can dominate the earth.
In
history, these two factors — work and
the land — are to be found at the
beginning of every human society. However,
they do not always stand in the same
relationship to each other. At one time
the natural fruitfulness of the earth
appeared to be, and was in fact, the primary
factor of wealth, while work was, as it
were, the help and support for this
fruitfulness. In our time, the role of
human work is becoming increasingly
important as the productive factor both of
non-material and of material wealth.
Moreover, it is becoming clearer how a
person's work is naturally interrelated with
the work of others. More than ever, work is
work with others and work for others:
it is a matter of doing something for
someone else. Work becomes ever more
fruitful and productive to the extent that
people become more knowledgeable of the
productive potentialities of the earth and
more profoundly cognisant of the needs of
those for whom their work is done.
32. In our
time, in particular, there exists another
form of ownership which is becoming no less
important than land: the possession of
know-how, technology and skill. The
wealth of the industrialized nations is
based much more on this kind of ownership
than on natural resources.
Mention has just been made of the fact that
people work with each other, sharing
in a "community of work" which embraces ever
widening circles. A person who produces
something other than for his own use
generally does so in order that others may
use it after they have paid a just price,
mutually agreed upon through free
bargaining. It is precisely the ability to
foresee both the needs of others and the
combinations of productive factors most
adapted to satisfying those needs that
constitutes another important source of
wealth in modern society. Besides, many
goods cannot be adequately produced through
the work of an isolated individual; they
require the cooperation of many people in
working towards a common goal. Organizing
such a productive effort, planning its
duration in time, making sure that it
corresponds in a positive way to the demands
which it must satisfy, and taking the
necessary risks — all this too is a source
of wealth in today's society. In this way,
the role of disciplined and creative
human work and, as an essential part
of that work, initiative and
entrepreneurial ability becomes
increasingly evident and decisive.70
This
process, which throws practical light on a
truth about the person which Christianity
has constantly affirmed, should be viewed
carefully and favourably. Indeed, besides
the earth, man's principal resource is
man himself. His intelligence enables
him to discover the earth's productive
potential and the many different ways in
which human needs can be satisfied. It is
his disciplined work in close collaboration
with others that makes possible the creation
of ever more extensive working
communities which can be relied upon to
transform man's natural and human
environments. Important virtues are involved
in this process, such as diligence,
industriousness, prudence in undertaking
reasonable risks, reliability and fidelity
in interpersonal relationships, as well as
courage in carrying out decisions which are
difficult and painful but necessary, both
for the overall working of a business and in
meeting possible set-backs.
The modern
business economy has positive
aspects. Its basis is human freedom
exercised in the economic field, just as it
is exercised in many other fields. Economic
activity is indeed but one sector in a great
variety of human activities, and like every
other sector, it includes the right to
freedom, as well as the duty of making
responsible use of freedom. But it is
important to note that there are specific
differences between the trends of modern
society and those of the past, even the
recent past. Whereas at one time the
decisive factor of production was the
land, and later capital — understood as
a total complex of the instruments of
production — today the decisive factor is
increasingly man himself, that is,
his knowledge, especially his scientific
knowledge, his capacity for interrelated and
compact organization, as well as his ability
to perceive the needs of others and to
satisfy them.
33.
However, the risks and problems connected
with this kind of process should be pointed
out. The fact is that many people, perhaps
the majority today, do not have the means
which would enable them to take their place
in an effective and humanly dignified way
within a productive system in which work is
truly central. They have no possibility of
acquiring the basic knowledge which would
enable them to express their creativity and
develop their potential. They have no way of
entering the network of knowledge and
intercommunication which would enable them
to see their qualities appreciated and
utilized. Thus, if not actually exploited,
they are to a great extent marginalized;
economic development takes place over their
heads, so to speak, when it does not
actually reduce the already narrow scope of
their old subsistence economies. They are
unable to compete against the goods which
are produced in ways which are new and which
properly respond to needs, needs which they
had previously been accustomed to meeting
through traditional forms of organization.
Allured by the dazzle of an opulence which
is beyond their reach, and at the same time
driven by necessity, these people crowd the
cities of the Third World where they are
often without cultural roots, and where they
are exposed to situations of violent
uncertainty, without the possibility of
becoming integrated. Their dignity is not
acknowledged in any real way, and sometimes
there are even attempts to eliminate them
from history through coercive forms of
demographic control which are contrary to
human dignity.
Many
other people, while not completely
marginalized, live in situations in which
the struggle for a bare minimum is
uppermost. These are situations in which the
rules of the earliest period of capitalism
still flourish in conditions of
"ruthlessness" in no way inferior to the
darkest moments of the first phase of
industrialization. In other cases the land
is still the central element in the economic
process, but those who cultivate it are
excluded from ownership and are reduced to a
state of quasi-servitude.71
In these cases, it is still possible today,
as in the days of Rerum novarum, to
speak of inhuman exploitation. In spite of
the great changes which have taken place in
the more advanced societies, the human
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