Mendelian randomisation for mediation analysis: current methods and challenges for implementation
Alice R CarteriD, Eleanor C. M. SandersoniD, Gemma HammertoniD, Rebecca Claire RichmondiD, George Davey SmithiD, Jon HeroniD, Amy E. TayloriD, Neil M DaviesiD, Laura D HoweiD
Abstract
Mediation analysis seeks to explain the pathway(s) through which an exposure affects an outcome. Mediation analysis experiences a number of methodological difficulties, including bias due to confounding and measurement error. Mendelian randomisation (MR) can be used to improve causal inference for mediation analysis. We describe two approaches that can be used for estimating mediation analysis with MR: multivariable Mendelian randomisation (MVMR) and two-step Mendelian randomisation. We outline the approaches and provide code to demonstrate how they can be used in mediation analysis. We review issues that can affect analyses, including confounding, measurement error, weak instrument bias, and analysis of multiple mediators. Description of the methods is supplemented by simulated and real data examples. Although Mendelian randomisation relies on large sample sizes and strong assumptions, such as having strong instruments and no horizontally pleiotropic pathways, our examples demonstrate that it is unlikely to be affected by confounders of the exposure or mediator and the outcome, reverse causality and non-differential measurement error of the exposure or mediator. Both MVMR and two-step MR can be implemented in both individual-level MR and summary data MR, and can improve causal inference in mediation analysis.
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In-depth summary
Claude Opus 5.5 · max effort · 8 Nov 2026 · from the full text of version 2 (12 May 2020) · CC BY 4.0
Multivariable and two-step Mendelian randomisation recovered direct and indirect effects with little bias in simulations with confounding or measurement error, conditions that biased phenotypic regression mediation.
Phenotypic regression mediation (Baron and Kenny or counterfactual approaches) needs largely untestable assumptions: no unmeasured confounding, reverse causality or measurement error in exposure or mediator. The work shows how Mendelian randomisation (MR) can relax these, compares MR and phenotypic estimators by simulation, fits the mediator-outcome step of two-step MR with multivariable MR rather than univariable MR, and states MR-specific assumptions, with code.
Key results
SuggestedUnder simulated unmeasured confounding, phenotypic difference- and product-of-coefficients estimators were equally biased, whereas multivariable MR (MVMR) and two-step MR recovered direct and indirect effects and the proportion mediated without bias.
Confounding was simulated as residual covariance (Figure 3: simulated N = 5000; true total effects 0.2, 0.5 and 1.0); MR estimates were unbiased with or without it, and phenotypic estimates were unbiased when no confounding was simulated under a null total effect. Authors argue mediator adjustment in MR therefore avoids collider bias. · Unmeasured confounding; Figure legends
SuggestedNon-differential measurement error pushed phenotypic mediation estimates in opposite directions depending on which variable was mismeasured, yet left MVMR and two-step MR estimates of the mediated effect close to the truth.
With continuous exposure and mediator, simulated error in the mediator made phenotypic methods underestimate the mediated effect, while error in the exposure made them overestimate it; MVMR and two-step MR showed little bias for error in either variable, matching prior evidence that MR is less error-sensitive than phenotypic analysis. · Measurement error in the exposure or mediator
SuggestedFor binary outcomes, MR mediation depended on scale: MVMR and two-step MR agreed with little to no bias on a linear scale, showed small bias on the log odds ratio scale and were biased on the odds ratio scale; phenotypic methods were biased for both rare and common outcomes.
Simulated binary outcomes had 5% (rare) or 25% (common) prevalence; log odds ratio bias was small, tended to grow with the true proportion mediated and reflects non-collapsibility of odds ratios. Authors recommend a linear scale for individual-level data and the log odds ratio scale, transformed afterwards, for summary data. · Simulation study; Analysis of binary outcomes; Conclusions
SuggestedWith several mediators, MVMR adjusting for all gave an unbiased direct effect even when mediators were causally linked, whereas summing two-step MR estimates double-counted chained paths; MVMR is advised for joint effects and two-step MR for per-mediator effects.
In simulations with three mediators where M2 causes M3, the summed two-step MR proportion mediated was over-estimated by 6%, matching the M3-via-M2 contribution, while M2's two-step indirect effect stayed unbiased; without mediator-mediator links both methods coincide. Separately, with all-continuous variables MVMR had smaller standard deviations than two-step MR. · Multiple Mediators; Analysis of multiple mediators; Which method and when
SuggestedMR mediation is fragile with weak instruments or small total effects: weak instruments for either exposure or mediator biased both methods' indirect effect and proportion mediated, and a null total effect gave implausible proportions mediated.
Strong instruments are conventionally defined by an F-statistic or conditional F-statistic above 10; bias from weak exposure instruments was largest with a common binary outcome. With weak or imprecise total effects, MR indirect effects and proportions mediated had large standard deviations, and authors warn of inflated type 1 error. · Weak instrument bias; Small total effects
Methods, data and reproducibility
Tutorial comparing phenotypic difference- and product-of-coefficients mediation with multivariable MR (MVMR; indirect = total minus direct) and two-step MR (exposure-mediator times MVMR mediator-outcome estimate), using simulations varying outcome type, confounding, measurement error, instrument strength and number of mediators, plus a UK Biobank example.
- UK Biobank: education (exposure); body mass index and LDL cholesterol (mediators); systolic blood pressure, incident cardiovascular disease and hypertension (outcomes) · human (UK Biobank) · n = 195 218 · UK Biobank application 10953
- Simulated single-mediator data: continuous, rare (5%) or common (25%) binary outcomes; varied effect sizes, confounding, measurement error and instrument strength · n = N = 5000 (Figure 3 simulations)
- Simulated multiple-mediator data: three mediators with M2 causally affecting M3, analysed jointly with MVMR and individually with two-step MR
- Methods & tools
- Univariable Mendelian randomisation (total effect), Multivariable Mendelian randomisation (MVMR), Two-step (network) Mendelian randomisation, Two-stage least squares regression, Weighted allele scores (genetic instruments), Difference in coefficients method, Product of coefficients method, Sanderson-Windmeijer conditional F-statistic, Bootstrap confidence intervals, Delta method (summary-data MR), R version 3.5.1, Stata version 15 (StataCorp LP)
- Software & environment
- Simulations run in R version 3.5.1; applied UK Biobank analyses run in Stata version 15 (StataCorp LP, Texas).
- Reproducibility gaps
- UK Biobank data were accessed under application 10953; the cleaned dataset is to be archived with UK Biobank rather than released openly (contact access@ukbiobank.ac.uk). Simulation tables and the worked example are in Online Resources 1 and 2.
Limitations (6)
- Neither MVMR nor two-step MR can accommodate exposure-mediator interaction; both assume homogeneous effects of exposure on mediator and outcome and of mediator on outcome, and current MR interaction methods do not extend to mediation. · stated by the authors
- MR mediation needs even larger samples than univariable MR: conditional F-statistics in MVMR are weaker than standard F-statistics and decline with each added mediator, and no formal power calculators exist for these designs. · stated by the authors
- Binary exposures or mediators that dichotomise a latent continuous trait (e.g., ever versus never smoking) violate the exclusion restriction and likely bias mediation estimates; MR also assumes time-fixed effects, complicating time-varying exposures or mediators. · stated by the authors
- In summary-data MR, exposure, mediator and outcome samples must not overlap, bootstrap confidence intervals are unavailable (the delta method assumes independent samples), and analyses are fixed to the GWAS-reported scale, limiting non-collapsibility checks for binary outcomes. · stated by the authors
- The simulations are not exhaustive, so MR mediation may be biased in untested scenarios; confounding via population stratification, assortative mating or dynastic effects can still arise, needing principal-component adjustment or within-family designs. · stated by the authors
- Horizontal pleiotropy, which the authors flag as a core MR assumption, is not among the simulated scenarios described in the text, so how far MVMR and two-step mediation estimates degrade with invalid instruments is not quantified here. · noted in this summary
Who should read:Read this if you want to split an exposure's effect into direct and mediated paths using genetic instruments and need simulation-backed guidance and code for choosing between multivariable and two-step MR.
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