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Social Science & Medicine· 2026Q1

Are repeated measurements, neighbourhoods and intersectional strata exchangeable? On simple means versus random effects in the study of health inequalities

Juan Merlo, Kani Khalaf

Short summary

Random-effects (RE) models, standard in epidemiology, assume group exchangeability, which fails for social and intersectional strata, leading to erasure of small strata where inequality resides. Simple-Means MAIHDA (S-MAIHDA) is recommended for describing realized health inequalities, estimating each stratum from its own individuals and openly reporting uncertainty.

AI-generated from the title and abstract; the full text is not read.

Key points

  • Random-effects (RE) models assume group exchangeability, treating group means as draws from a common distribution.
  • Exchangeability fails for social and intersectional strata, which are shaped by directional social forces, not random variation.
  • RE models can erase small, deviating strata, obscuring the location of health inequalities.
  • Simple-Means MAIHDA (S-MAIHDA) is proposed for describing realized health inequalities by estimating strata independently and openly reporting uncertainty.

AI-generated from the title and abstract; the full text is not read.

Abstract

Multilevel random-effects (RE) models are standard in social and geographical epidemiology. They rest on the assumption of exchangeability, which means that, before seeing the data, we have no reason to distinguish one group from another: group means become draws from one common distribution. RE models were developed for repeated measurements within individuals where a shared physiology underwrites the assumption, and partial pooling improves prediction. A silent transfer later applied the same machinery to schools, hospitals, neighbourhoods and, recently, to intersectional strata. There exchangeability fails twice: individuals are not repeated measurements of their group, and groups are social positions produced by directional forces such as racism, not draws from a common distribution. We review strict, conditional and tolerant readings of exchangeability and show that they agree: social and intersectional categories are not exchangeable, as this would paradoxically require the absence of the unjustified inequalities which are the very object of study. In many intersectional analyses, shrinkage erases the small and deviating strata, where inequality lives. Modelling injustice as dispersion around a mean domesticates rather than denounces it. For describing realised health inequalities we recommend Simple-Means MAIHDA (S-MAIHDA). Here, each stratum is estimated from its own individuals, and uncertainty is reported openly rather than smoothed. RE models keep their legitimate uses, such as prediction, cluster-randomised trials and the propensity models of causal S-MAIHDA. Exchangeability is not a property of the software. It is a claim about the world, to be justified in every application.

The authors' abstract, as published at the source. Social Science & Medicine, 2026 · DOI ↗

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Field: Health

HealthSocial Sciences