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Investigating causal effects of income on health using two-sample Mendelian randomisation

Erik Igelström, Marcus R Munafo, Ben M Brumpton, Neil M Davies, George Davey Smith, Pekka Martikainen, Desmond Campbell, Peter Craig, Jim Lewsey, Srinivasa Vittal Katikireddi

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Abstract

BackgroundIncome is associated with many health outcomes, but it is unclear how far this reflects a causal relationship. Mendelian randomisation (MR) uses genetic variation between individuals to investigate causal effects, and may overcome some of the confounding issues inherent in many observational study designs.MethodsWe used two-sample MR using data from unrelated individuals to estimate the effect of log occupational income on indicators of mental health, physical health, and health-related behaviours. We investigated pleiotropy (direct effects of genotype on the outcome) using robust MR estimators, CAUSE, and multivariable MR including education as a coexposure. We also investigated demographic factors and dynastic effects using within family analyses, and misspecification of the primary phenotype using bidirectional MR and Steiger filtering.ResultsWe found that a 10% increase in income lowered the odds of depression (OR 0.92 [95% CI 0.86-0.98]), death (0.91 [0.86-0.96]), and ever-smoking (OR 0.91 [0.86-0.96]), and reduced BMI (−0.06 SD [−0.11, −0.003]). We found little evidence of an effect on alcohol consumption (−0.02 SD [−0.01, 0.05]) or subjective wellbeing (0.02 SD [−0.003, 0.04]), or on two negative control outcomes, childhood asthma (OR 0.99 [0.87, 1.13]) and birthweight (−0.02 SD, [−0.01, 0.05]). Within-family analysis and multivariable MR including education and income were imprecise, and there was substantial overlap between the genotypes associated with income and education: out of 36 genetic variants significantly associated with income, 29 were also significantly associated with education.ConclusionsMR evidence provides some limited support for causal effects of income on some mental health outcomes and health behaviours, but the lack of reliable evidence from approaches accounting for family-level confounding and potential pleiotropic effects of education places considerable caveats on this conclusion. MR may nevertheless be a useful complement to other observational study designs, since its assumptions and limitations are radically different. Further research is needed using larger family-based genetic cohorts, and investigating the overlap between income and other socioeconomic measures.
Original languageEnglish
Article number12
JournalBMC Global and Public Health
Volume3
Issue number1
DOIs
Publication statusPublished - Dec 2025

Bibliographical note

Publisher Copyright:
© The Author(s) 2025.

Funding

EI, DC, PC, and SVK receive funding from the Medical Research Council (MC_UU_00022/2) and the Scottish Government Chief Scientist Office (SPHSU17). SVK acknowledges funding from the European Research Council (949582). GDS, NMD, and MM work in a Unit supported by the Medical Research Council for the Integrative Epidemiology Unit (MC_UU_00032/1, MC_UU_00032/7) at the University of Bristol. NMD is supported via a Norwegian Research Council Grant number 295989. PM is supported by the European Research Council under the European Union’s Horizon 2020 research and innovation programme (grant agreement No 101019329), the Strategic Research Council (SRC) within the Academy of Finland grant LIFECON (#308247), and grants to the Max Planck–University of Helsinki Center from the Jane and Aatos Erkko Foundation, the Max Planck Society, University of Helsinki, and Cities of Helsinki, Vantaa and Espoo. The funders have no role in the conceptualisation, design, data collection, analysis, decision to publish, or preparation of the manuscript.

FundersFunder number
Jane ja Aatos Erkon Säätiö
Max-Planck-Gesellschaft
University of Helsinki
Strategic Research Council
University of Bristol
European Research Council949582
Medical Research CouncilMC_UU_00032/7, MC_UU_00032/1, MC_UU_00022/2
Research Council of Finland308247
Horizon 2020 Framework Programme101019329
Chief Scientist Office, Scottish Government Health and Social Care DirectorateSPHSU17
Norges Forskningsråd295989

UN SDGs

This output contributes to the following UN Sustainable Development Goals (SDGs)

  1. SDG 3 - Good Health and Well-being
    SDG 3 Good Health and Well-being

Keywords

  • Causal inference
  • Genetic epidemiology
  • Health inequalities
  • Income
  • Mendelian randomization
  • Social determinants of health

ASJC Scopus subject areas

  • Health(social science)
  • Public Administration
  • Public Health, Environmental and Occupational Health

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