Thursday, July 31, 2008

Stefansson's Luxury Organ   posted by gcochran @ 3:49 PM
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In yesterday's New York Times article, David Goldstein makes sense: he says "We've looked for common variants in schizophrenia and get almost nothing. This means natural selection has done a really good job of purging them away, and we're left with rare variants, a constant flow of them, as the principal driver of the disease."

Which is what any reasonable person thought a long time ago: the common disease-common variant notion never made much sense for a syndrome with a large impact on fitness. That genetic heterogeneity does not make drug development easier: even if the mutations cluster in certain pathways, reactivating a broken pathway may still require mutation-specific methods, which would sure take the profit out of drug development.

But the most interesting point in the article is Stefansson's statement - "I would have thought the brain was a luxury organ when it comes to reproductive success." That's a weird thing to say. For one thing we known damn well that schiz strongly impacts fitness, even in contemporary society: the affected families dwindle away, which interferes with genetic studies.

More than that, does he really believe that being insane had no effect on reproductive success back in the Malthusian past? It's hard to find a place more Malthusian than Iceland: does he think that crazy hardscrabble farmers did just as well as sane ones? Does he think that lunatics were just as likely to become godir and hornswoggle the neighbors out of their land?

The brain burns out 20% of our calories: does he think that could continue long under natural selection if there wasn't a big payoff?

The answer is that he _does_ think all those absurd things: he doesn't believe in ongoing natural selection in humans, particularly above the neck. I wonder why - but once we sequence him, maybe we'll know.

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Wednesday, July 30, 2008

Copy number variation in schizophrenia   posted by p-ter @ 8:00 PM
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Nature has published a couple papers reporting (using partially overlapping samples) associations between rare recurrent microdeletions and schizophrenia. The paper from Deocde Genetics hits an evolutionary angle from the first sentences:
Reduced fecundity, associated with severe mental disorders, places negative selection pressure on risk alleles and may explain, in part, why common variants have not been found that confer risk of disorders such as autism, schizophrenia and mental retardation. Thus, rare variants may account for a larger fraction of the overall genetic risk than previously assumed.
Rare variants often have much larger phenotypic effects than more common ones; this case is no different:
All three deletions, at 1q21.1, 15q11.2 and 15q13.3, significantly associate with schizophrenia and psychosis in the combined sample with high odds ratio (OR) (p = 2.9x10e-5, OR = 14.83; p = 6.0x10e-4, OR = 2.73; and p = 5.3x10e-4, OR = 11.54, respectively)
Note that despite these massive odds ratios, these deletions explain a tiny fraction of all cases of schizophrenia due the their extremely low frequency. Still, these genomic regions seem like important areas for following up via functional studies or searching for more common polymorphisms.

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"Science and technology" - then & now   posted by Razib @ 1:38 PM
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Tyler points to a new story in The New York Times highlighting discoveries about the Antikythera mechanism:
The new findings, reported Wednesday in the journal Nature, also suggested that the mechanism's concept originated in the colonies of Corinth, possibly Syracuse, in Sicily. The scientists said this implied a likely connection with the great Archimedes.

...

"We believe that this mechanism cannot have been the first such device since it is so sophisticated and complex," Dr. Freeth said. "And we don't understand why this extraordinary technology apparently disappeared for several hundred years, later to emerge in the great astronomical clocks of the 14th century onwards."


My explanation: the ancients had scientists and technologists, but they did not have Science and Technology. In other words, science and technology as we understand it today in the age of scientific industry is a cultural complex which has attained critical mass and is self-perpetuating. One does not need to manifest the brilliance of Isaac Newton to stand upon his shoulders, the sociocultural framework takes Newtonianism as a given. There were scientists in ancient Greece, in the Islamic world, China, India, etc., of various sorts. But these people lacked a cultural framework in terms of a critical mass of numbers which arose in the West sometime between 1600 and 1900 as a cumulative process.*

This is not to say that the "knowledge based" economy is a function of the modern West, it is not. The ancient Greeks had lawyers, doctors and philosophers. So did many other civilizations at various points in history. Legal frameworks, as an example, are essential for complex society, but it also seems to be that they arise necessarily from mass societies of a particular threshold of complexity. The mass societies of the post-Neolithic world straining against the bounds of the Malthusian trap were not barbaric; but they were not mass consumer societies. While I do not believe that science & technology as I am conceiving of them in this post were necessary or sufficient to drive the productivity gains which are required for existence outside of the Malthusian trap,** I suspect that they will be necessary to perpetuate said society into the indefinite future. Science & technology are not hallmarks of civilization, but they necessities of continued affluence.

* That cultural complex's emergence might be contingent upon a host of parameters. For example, the printing press, the unity imposed by Latin as a common language for western European intellectuals, the lack of a unified ideology to suppress diversity of thought
(remember that the Reformation broke the Church's power to stifle new currents in Protestant Europe, while Protestant high priests likewise had no power in Catholic Europe), etc.

** This is not to say that I don't think technology was not necessary or essential for the massive productivity gains, but the scientific-industrial-complex which we know and love (I hope!) today didn't coalesce into its full form until the past century or so, though I do believe its origins can be traced back to the 17th century.

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Killing the consensus with one thousand cuts   posted by Razib @ 12:09 PM
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Yesterday I finally finished Kenneth Pomeranz's The Great Divergence: China, Europe, and the Making of the Modern World Economy. This was no easy read, even at only ~300 pages. Will Ambrosini characterized Greg Clark's Farewell to Alms as a book length response to The Great Divergence, and I can see where he is coming from. Contra Clark and the dominant consensus in economic history Pomeranz marshals the evidence which suggests that China & Japan were basically as wealthy as western Europe during the 18th century, and that many of the presumed necessary preconditions for the economic liftoff which we term the Industrial Revolution after the fact also held for eastern Eurasia. But Pomeranz has his own solution for why the West, and in particular England, rose to prominence when it did: the location of coal near the core economic regions combined with the massive input of land due to the opening up of the New World.


Those of us who are a bit younger no doubt encountered a fair amount of revisionist history. Instead of a "Whiggish" vision where civilization ascended in a linear fashion from Greece, to Rome, to the Middle Ages and onto the culmination of the Anglo-American culture, we were reminded that during the medieval period the West was much less than the rest, while even during the height of Imperial Rome Han China flourished with relative parity. Instead of these impressionistic generalizations the central figures in economic history, such as Angus Madison, emphasize that the revisionism might have been true in economic terms in 1000, but not by 1500. In the year 1000 western Europe was a rather poor region compared to the Islamic societies or China. By 1500 the conventional wisdom seems to be that much of western Europe was at least at parity, and likely one of the wealthier regions of the world on a per capita basis, if not the wealthiest. Because of the raw size of China and India Asia was still the economic center of the world, but by 1500 Europe, in particular its west, was no longer marginal. Between 1500 and 1800 western Europe might have been the wealthiest and most powerful region of the world on a per unit basis, but non-European powers could still operate on the same playing field, as evidenced by the need for European powers such as Britain and France to curry favor with Asian potentates to obtain trading rights. During the 19th century this changed; what was a difference in wealth on the margins transformed into one characterized by a qualitative chasm (symbolized by the maxim machine gun).

The Great Divergence tries to throw some cold water on the metrics used to make the case that Europe was already wealthier, and more well positioned institutionally, to achieve liftoff at the end of the 18th century. It is obvious that Pomeranz is correct when he seems to imply that there are apples to oranges comparisons; much of eastern Europe remained quite poor, so it was not Europe as a whole which was wealthy (there were even extremely large variations within nations, such as the Rhineland vs. eastern Prussia). Additionally, China was characterized by a great deal of the regionalism so that the most dynamic subunits of that civilization are more usefully compared to with France, Britain and the Low Countries, the most advanced subunits of the greater European economic region. All that being said, only someone who is rather well versed in the literature in economic history could appreciate much of the material that Pomeranz references throughout the narration; to a great extent The Great Divergence was argument by filibuster. Those who are familiar with the full body of the literature may be able to evaluate the power of the argument, but for those of us who are relatively uninformed we are simply confronted with an undifferentiated mass of data.

Some of the data and insight was very useful. For example, cultural historians often attempt to claim that one reason that the Chinese imported so little from European nations was because of their own superior attitude. In other words, the dynamics we observe were driven by variations in taste. This is an entirely plausible argument, and one which I accepted. Entire swaths of scholarship are based for example on the contempt which the Chinese government directed at European trade delegations and their wares. Pomeranz makes the argument that the imbalance in trade was a function of the fact that China was re-monetizing their economy with silver, and Europeans were there to provide silver through the opening of New World mines. The difference in value of silver in China and the rest of the world naturally resulted in an arbitrage opportunity so that the Middle Kingdom was a magnet for this metal; naturally the Chinese had to pay for silver with products, ergo, the export in finished goods such as porcelain. This economic argument does not negate the cultural explanation, one might admit that cultural and economic trends often dovetail or play off each other synergistically, but this sort of datum is gold in trying to understand how history plays out.

With that, I'll open up the comments to those who know the literature and what their opinions might be.

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Tuesday, July 29, 2008

David Brooks Misses the Pink Elephant in the Room   posted by TangoMan @ 3:51 PM
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Brooks sets out to share his wisdom on the root causes of America's past success and why we're faltering of late. He writes:
As Claudia Goldin and Lawrence Katz describe in their book, "The Race Between Education and Technology," America's educational progress was amazingly steady over those decades, and the U.S. opened up a gigantic global lead. Educational levels were rising across the industrialized world, but the U.S. had at least a 35-year advantage on most of Europe. In 1950, no European country enrolled 30 percent of its older teens in full-time secondary school. In the U.S., 70 percent of older teens were in school.

America's edge boosted productivity and growth. But the happy era ended around 1970 when America's educational progress slowed to a crawl. Between 1975 and 1990, educational attainments stagnated completely. Since then, progress has been modest. America's lead over its economic rivals has been entirely forfeited, with many nations surging ahead in school attainment.


What could have happened in the 1960s that could, by 1970, lead to the cessation of the educational gains we had made over the 50 - 75 years?

Has anyone looked at Senator Ted Kennedy's handiwork? Well, Brooks certainly doesn't even entertain the notion that the demographic nature of the US today is different from what it was during most the century preceding the 1965 Immigration Reform Act. Moreover, during the sustained periods of immigration restriction the cultural focus was squarely on assimilation and unlike today, educational resources were not squandered on celebrating diversity, rather they were targeted towards moving all children along a common cultural vector.

Goldin and Katz describe a race between technology and education. The pace of technological change has been surprisingly steady. In periods when educational progress outpaces this change, inequality narrows. The market is flooded with skilled workers, so their wages rise modestly. In periods, like the current one, when educational progress lags behind technological change, inequality widens. The relatively few skilled workers command higher prices, while the many unskilled ones have little bargaining power.


Having an immigration policy which pulls in tens of millions of 6th grade educated, Spanish-speaking immigrants is a policy that creates inequality. Goldin and Katz would do well to control for immigrant status, legal and illegal, in the ranks of the low skilled.

The meticulous research of Goldin and Katz is complemented by a report from James Heckman of the University of Chicago. Using his own research, Heckman also concludes that high school graduation rates peaked in the U.S. in the late 1960s, at about 80 percent. Since then they have declined.

In "Schools, Skills and Synapses," Heckman probes the sources of that decline. It's not falling school quality, he argues. Nor is it primarily a shortage of funding or rising college tuition costs. Instead, Heckman directs attention at family environments, which have deteriorated over the past 40 years.

Heckman points out that big gaps in educational attainment are present at age 5. Some children are bathed in an atmosphere that promotes human capital development and, increasingly, more are not. By 5, it is possible to predict, with depressing accuracy, who will complete high school and college and who won't.


Again, demography matters. When we celebrate diversity and when we hold all cultures to be equal then we discount the importance that cultural practices, traditions and views have on real world factors, like education and economic productivity. Heckman notes that "some children" benefit from family practices that promote human capital development, but that many don't. I'm willing to wager that racial and cultural factors correlate to a good deal of this disparity.

It's not globalization or immigration or computers per se that widen inequality. It's the skills gap. Boosting educational attainment at the bottom is more promising than trying to reorganize the global economy.


It's fantasy to posit that the skills gap is independent of group measures of human capital stock. ParaPundit shows the dismal embrace of higher education by Hispanics even after 4 generations in the US.

America rose because it got more out of its own people than other nations. That stopped in 1970.


There are two things wrong with this claim. First, measuring what a country gets from it's people is simply another way of referencing the concept of productivity and US productivity increases didn't stop in 1970. In fact, from 1995-2005 the US experienced a 2.35% annual rate of productivity growth, which was only exceeded by the rates experienced in Iceland, Finland and Sweden. We're clearly able to "get more" out of our citizens. Brooks' conflates educational attainment in a nation with productivity growth. Clearly, some segments of our population excel at educational attainment while others groups stumble.

Secondly, it would help to disaggregate the data on educational attainment and productivity growth by demographic group. If we look at Canada, with it's massive surge of Asian immigrants, we see that these newcomers to Canada are not having the same dismal educational experience as America's Hispanic immigrants and Canada is managing to "get more" (36%+ of Chinese immigrants have some university, only 12% show no educational attainment) out of its new citizens than the US is managing with our new Hispanic residents. Even when we look beyond the immigrant generation and focus on their children, we see that Canada's policy of seeking to maximize human capital stocks when making immigration decisions results in these immigrants having children who exhibit better academic performance compared to our first generation Hispanic students despite the fact that Canada's public schools aren't financed as generously as ours (OECD Excel File) (Education Spending/Student 2000: Primary Level - Canada $6,120, US $7,980; Secondary Level - Canada = $5,947, US $8,855; Tertiary Level - Canada = $14,983, US = $20,358) and yet Canada isn't getting as "much out of" their citizens in terms of economic productivity as the US.

So, whatever the US is doing right in terms of productivity growth it still manages to surpass most developed countries even when handicapped by unique demographic challenges. If Brooks would like to see educational attainment increase over time then he should really begin advocating that we stop importing poverty, stop fostering cultural diversity and begin trying to assess human capital stocks in our immigrants.

Here's a hint for Brooks - you need to understand the parameters of a problem before you can hope to discuss it accurately - leaving out demographics when questioning national performance will forever lead you to misanalyze. Peoples and cultures matter. Don't take my word for it - here's what the official demographer of Texas has to say:
Texas is changing. It is growing older and browner, with the elderly and Hispanic populations growing at an unprecedented rate. And as the populations increase, so will the challenges.

If current trends continue, Texas' work force will be less educated and less skilled. State services, already burdened, may be strained to a point never experienced before. The numbers provided by Murdock support the dire warnings:

Hispanics may represent 53 percent of the population by 2030, compared to 30.3 percent for Anglos and 9.2 percent for blacks.

More than half of Hispanics 25 and older had failed to finish high school in 2000; fewer than 20 percent had completed some college, and only about 10 percent had a college degree.

Hispanics could occupy 38 percent to 52 percent of the Texas work force by 2030.

By 2030, 16 percent to 20 percent of the population will be 65 or older, an increase of about 10 percent over 2000. Most will be Anglos. Of Texans older than 65 in 2000, 72.6 percent were Anglo, 16.7 percent Hispanic.

The aging population - coupled with a segment that is less educated and, thus, earning less money - will strain social services, including those for the elderly.

"An educated work force raises income levels, which generates businesses activity and increases the market for goods and services," Murdock said. "It also increases investments for new businesses, which in turn increases tax revenues. Higher education equals higher incomes."

Sen. Pete Gallego, D-Alpine, said education is perhaps the most important issue facing the state.

"This is really a wake-up call," he said. "The conclusion is that by the year 2025, if we keep doing what we're doing now, Texas will have the economy of a Third Word country. I have a son who will be 21 in 2025, and that's just not the kind of Texas I want to turn over to him."

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Monday, July 28, 2008

The MSM on the new math/gender study.   posted by Herrick @ 8:26 PM
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Tabarrok nails it.

Agnostic adds: Here's a graph using the new study's finding of same mean for males and females, and taking male to female ratio in variances to be 1.16 (they estimate it between 1.11 and 1.21). This is the ratio of a normal with mean = 0 and s.d. = 1.077 (male) to a standard normal (female). It's shown for above-average people, but it's symmetric about 0: males have more geniuses and more idiots. The dashed green line is M:F = 1, or perfect gender parity. Males are underrepresented between -1 and +1 s.d., and overrepresented outside this interval. You may have to click on the image to see it full-size.


Sunday, July 20, 2008

Congratulations to John Hawks!   posted by p-ter @ 10:08 PM
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John Hawks is now a tenured professor at the University of Wisconsin, he's announced in the inaugural post of a four-part series on academic blogging. The entire thing is well worth a read for anyone who hopes to end up in a similar situation.


Fisher on Epistasis: another Addendum   posted by DavidB @ 6:12 AM
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In my recent note on R. A. Fisher and epistasis, I mentioned that Fisher's theory of the evolution of dominance relied on the epistatic effect of 'modifier' genes. On looking again at the chapter in The Genetical Theory of Natural Selection dealing with the evolution of dominance, I see that there is a more general statement of the principle that the effect of a gene depends in part on the genetic background against which it occurs:

The fashion of speaking of a given factor, or gene substitution, as causing a given somatic change, which was prevalent among the earlier geneticists, has largely given way to a realization that the change, although genetically determined, may be influenced or governed either by the environment in which the substitution is examined, or by the other elements in the genetic composition. Cases were fairly early noticed in which a factor, B, produced an effect when a second factor, A, was represented by its recessive gene, but not when the dominant gene was present. Factor A was then said to be epistatic to factor B, or more recently B would be said to be a specific modifier of A. .... These are evidently only particular examples of the more general fact that the visible effect of a gene substitution depends both on the gene substitution itself and on the genetic complex, or organism, in which this gene substitution is made.
- The Genetical Theory of Natural Selection, page 54, variorum edition, 1999, from the first edition text of 1930. There is a slight change of wording in the second (1958) edition.

Saturday, July 19, 2008

DARC and HIV: a false positive due to population structure?   posted by p-ter @ 7:45 AM
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The recent report that the Duffy null allele is associated with increased risk of HIV infection recieved a lot of press (see Razib's comments on it here), mostly positive. In Nick Wade's New York Times article on the paper, however, some smart people publicly express some doubts. It's a tribute to Wade that he actually tries to summarize those doubts in the limited space allotted to him:
Dr. Goldstein said that in parts of the United States, African-Americans have a higher infection rate than European-Americans, and that patients with a higher proportion of African genes may be more vulnerable to H.I.V. for reasons unconnected to the SNP. Nonetheless, the SNP would show up in a greater proportion of infected people simply because of their African heritage. If so, the gene's apparent association with H.I.V. infection could be just coincidental, not causal.
In somewhat more technical terms, the issue referred to here is the potential for false positives in an association study due to population structure[1]. The issues involved in accounting for structure in an admixture mapping study are somewhat more subtle than in a classic case-control study, but are generally similar. In particular, it's important to take individual levels of admixture into account[2]; this is generally done by including an estimate of individual admixture as a covariate in any regression model.

The authors are aware of this potential confounder, and develop a measure of admixture based on 11 SNPs to include as a covariate in their regression. However, this measure is kind of weak, which I imagine in the sticking point for the skeptics in the Times article. If you have access to the supplemental information, take a look at it--several of these 11 SNPs are in the same gene, which means they're not independent, and several don't even have big frequency differences between African and European samples (if you're trying to judge via SNPs whether someone is more African or European, those SNPs better have a big frequency difference between Africa and Europe). This is probably not a precise measure of ancestry. In fact, the Duffy null allele they claim as associated is a better predictor of ancestry than any of these SNPs.

So it's quite possible that the authors have simply shown a correlation between level of African ancestry and susceptibility to HIV (which could be due to any number of sociological, demographic, or genetic factors), rather than an association between Duffy null and susceptibility to HIV. Here's a relatively simple test of this possibility: genotype rs1426654 (the nonsynonymous SNP in SLC24A5) in their sample and perform exactly the same test as performed with Duffy. The motivation for this is that this SNP shares the property of Duffy null of being highly informative about ancestry, while being in a gene that presumably plays no role in HIV infection. If you get an association there, it seriously calls the Duffy result into question; if not, you feel a bit more comfortable.


[1] For the classic extreme example of how population structure leads to false positive associations, consider a case-control association study on, say, diabetes, where the cases are all from Nigeria and the controls from France. Clearly, the cases are all going to have a high frequency of the Duffy null allele, and the controls are all going to have a low frequency (as Duffy null is essentially fixed in Africa and absent elsewhere), and one might naively conclude that Duffy null causes diabetes. But of course, the Duffy blood group has absolutely nothing to do diabetes (I don't think!), and the researchers have simply been confused by not matching their cases and controls. Obviously, this example is extreme, but more subtle population structure can also confound an association study (and methods for correcting for it are an active area of research; see here, for example)

[2] It's well-known that African-Americans are an admixed population, with about 15-20% European ancestry on average. But there's great variability in this--a single sample of self-defined "African-Americans" can contain individuals with essentially no European ancestry and individuals who look genetically to be completely European. And on a larger scale, within the United States there's heterogeneity in admixture proportions as well (see Parra et al.). How could this create false positives? Essentially, if risk for a disease is correlated with ancestry for any reason, there's the potential for getting false positives. In this particular example, if HIV rates are higher in metropolitan areas where there's been more admixture, or if there are other genetic factors that make Europeans more resistant to HIV, etc., any "African allele" (like Duffy null) will show up as associated with HIV despite playing absolutely no role in the disease.

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Friday, July 18, 2008

The Inheritance of Inequality: Big Insight, Small Error   posted by Herrick @ 3:58 PM
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Gintis and Bowles have done great work cleaning up a lot of the discussion about cooperation, evolution, and economic outcomes. A Google Scholaring of their names turns up 14 items with over 100 citations, most of which would be well worth reading for GNXP regulars.

But that said, in their 2002 Journal of Economic Perspectives piece "The Inheritance of Inequality," they appear to make a small error. It's an error that's all-too-easy for even good folks to make: They apparently squared the h-squared.

Their big insight and their small error are all part of answering a simple question: How much of the correlation of income between parent and child can be explained by the heritability of IQ? You might think it's straightforward: IQ is highly heritable, so if there's some channel linking IQ to income, then it's all over but the shouting.

But numbers matter. And Gintis/Bowles work out the numbers, finding that there's a weak link in that causal chain: The low correlation (0.27 according to Gintis and Bowles) between IQ and wages. The causal chain goes like this:

1. Parental earnings have a 0.27 correlation with parent's IQ.
2. Heritability of IQ between parent and child is a bit more than 1/2 of h-squared (why a bit more? assortive mating). They take an h-squared of 0.5 for IQ.
3. Child's earnings have a 0.27 correlation with child's IQ.

So the net result is 0.27*0.3*0.27 = 0.022 (page 10). A very small number, especially since the raw parent-child income correlation in U.S. data is about 0.4. So yes, knowing a parent's income helps you predict their adult (especially male) child's income. But only 5% (or 0.022/0.4) of the total correlation can be explained by IQ's impact on wages. Small potatoes.

(Oh, but where's the small error? It's where Gintis and Bowles report that the net result is 0.01 instead of 0.022--a difference that I can most easily attribute to a mistaken squaring of the h-squared.)

If I really wanted to get that net result up from a measly 5%--if I knew in my heart that IQ really was a driving force in intergenerational income inequality--then how would I do it? Well, I might use a higher heritability of IQ, I might assume more assortive mating, or I might assume a bigger correlation between wages and IQ.

Hard to do much to budge that IQ/wage link: Zax and Rees's paper only has a 0.3 correlation between teenage IQ and middle-aged wages, and when Cawley, Heckman et al. regress NLSY wages on the first 10 principal components of the AFQT, they get a similar result.

So you think maybe a higher heritability of IQ will save you? Well, let's just go all the way to perfect heritability of IQ and perfect assortive mating on IQ. In other words, let's see if "IQ clones" will be have enough similarity in wages to match the 0.4 intergenerational correlation of income.

Will the IQ clones have similar incomes? Not so much. (0.3^2)*1 still equals something small: 0.09. Less than 1/4 of the intergeneration correlation in income. Medium-sized potatoes, but we had to make a ton of ridiculous assumptions to get there.

It's that doggone low correlation between IQ and wages, a correlation that has to be squared because we're comparing parent to child. So a high heritability of IQ doesn't imply a high heritability of IQ-caused-income. Another reminder that lots of things impact your wages: Not just how smart you are.

Gintis and Bowles work through some finger exercises to argue for big environmental effects, and that's all well and good. But to my mind, the interesting fact is that income is still highly heritable!

G/B report that MZT (identical twin) earnings correlation is 0.56, and DZT (fraternal twin) earnings correlation is 0.36, so using the crudest of approximations, the heritability of earnings is still (0.56-0.36)*2=0.4. So income apparently has a modestly high heritability, but most of it can't be explained by the IQ-wage channel. Looks like the genetic heritability of income is being driven mostly by non-IQ channels.


sextroverts   posted by ben g @ 1:20 PM
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Truism of the day: Introverted nerds don't get laid much. Or, in more scientific terms, extroversion in men is linked to a higher number of sex partners.[1] Men and women have similar levels of extroversion, though-- in fact, women have slightly higher levels of it.[2] This begs for explanation; after all, extroversion is significantly heritable (~50%)[3], so why shouldn't it have been positively selected for in males?

It turns out that, while men aren't more extroverted than women, they are more extroverted in the areas where it "counts.""The table below[2] of extroversion and its sub-traits sheds some light:







TraitMean Difference (Female - Male)High (%F)Very Low (%F)
Extraversion1.85844
Warmth1.36735
Gregariousness1.06338
Assertiveness-0.94558
Activity0.56445
Sensation seeking-1.54270
Positive emotions1.37836

(mean difference is the mean difference between men and women on the trait. high %F and low %F are the percent of women who are at the very high and very low tail-ends of the distribution.)

With the exception of 'ideas' (F-M=-1.6), a sub-trait of Openness to Experience, none of the 30 Big-Five sub-traits show more skew towards men than do assertiveness and excitement-seeking. While these -.9 and -1.5 mean differences may seem minor on their face, it is worth considering how they affect the tails of the distributions. In the case of sensation-seeking, 70% of people who are significantly low on excitement-seeking are female. A great deal of meaningful sexual dimorphism here, so let's look into it...

Sensation-seeking

Browsing through the sensation-seeking literature I came across this very interesting study; sensation-seeking was one of many variables examined in a study of college mens' number of sexual partners.[4] The other variables looked at (and all measured through questionnaires unless otherwise indicated) were: age, attractiveness (measured by self-rating, and female, male interviewer ratings), social intimacy, sexual affect, dominance, hypermasculinity, Eysenck's psychoticism trait measure, and testosterone levels (measured chemically through saliva samples).

Sensation seeking correlated more so than any other variable with both lifetime number of sexual partners (.38) and with maximum partners in one month (.37). Trailing way behind it was hypermasculinity (.29, .29), followed by attractiveness (.20, .28).[4,5]

I'm not going to attempt to unwind the complex causal chains which correlate sensation-seeking to short term mating success. It should suffice to say that there is significant evidence that these traits are both intrinsically attractive to women, and that they serve as an impetus to sexual pursuit of women by men in the first place.[7] Sensation- seeking has the highest narrow-sense heritability of any (Big-5) sub-trait-- .36, and a relatively high broad-sense heritability of .52, by the way.[3]

A Pet Hypothesis

It seems plausible that sensation-seeking garnered a greater number of female mates in the Pleistocene , just as it does now, and that there was therefore positive selection for it in men. I would posit that if this positive selection existed, it was limited in effect by the negative aspects of extroversion, visible in our day in age-- extroverts are more at risk for STD's, being jailed, getting in fights, and generally doing stupid risky things.

The fact that Extraversion has a higher degree of heritability in men than in women (.57 versus .38)[3] might be considered as evidence. I am not knowledgeable enough of the behavior genetics involved to say whether this is meaningful evidence.

The most specific, and testable part of my hypothesis is this: that ADHD (note that I'm not saying ADD) is to some extent the result of "overclocking" for male sensation-seeking. Consider this-- estimates of the male:female ratio for ADHD range from 4:1 to 9:1.[8] People with ADHD are more extroverted than other people, yes, but they are especially more sensation-seeking than other people. Unsurprisingly, people with ADHD have a higher number of sexual partners than people without.[9] The discrepancy between males without ADHD and those with it is probably underestimated because of the widespread use of drugs like Ritalin.

Notes

1. (Nettle 2004).
2. (Corbitt & Widiger 1995). See the table in their article for all of mean differences and percentile differences at the tails of the bell curves between men and women.
3. (Loehlin & Bouchard, 2001)
4. (Bogaert et. al 1995)
5. Sensation seeking correlated trivially with age, .14 with Attractiveness, .26 with dominance, .41 with hypermasculinity, and .45 with psychoticism. Statistically eliminating virgins from the sample had no major effects on these correlations. For you data crunchers out there I suggest you read the study yourself if you want to analyze their factor and regression analyses.
6. (McCoul & Haslam 2001).
7. There's a good summary of some of the studies on why sensation-seeking might cause more mates in (McCoul & Haslam 2001).
8. (Gutman 2002)
9. (White 1998)

References
  • Nettle, D. (2004). An evolutionary approach to the extraversion continuum. Evolution and Human Behavior
  • Corbitt, E.M. and W.A. (1995). Sex Differences Among the Personality Disorders: An Exploration of the Data. Clinical Psychology: Science and Practice.
  • Loehlin, J.C., & Bouchard, T.J. (2001). Genes, Evolution, and Personality. Behavior Genetics.
  • Bogaert, A.F. and Fisher, W.A. (1995). Predictors of University Men's Number of Sexual Partners. The Journal of Sex Research
  • Maryann D. McCoul and Nick Haslam (2001). Predicting high risk sexual behaviour in heterosexual and homosexual men: the roles of impulsivity and sensation seeking. Personality and Individual Differences
  • Gutman, A. (2002). ADHD -- Perspectives From Child to Adult. Retrieved July 18, 2008, from the MedScape Web site
  • White, J.D. (1998). Personality, temperament and ADHD: a review of the literature. Personality and Individual Differences.
  • Kate et al (2006). Childhood ADHD Predicts Risky Sexual Behavior in Young Adulthood. Journal of Clinical Child and Adolescent Psychology

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R. A. Fisher and Epistasis   posted by DavidB @ 5:21 AM
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My next note on Sewall Wright will cover the exciting subject of the adaptive landscape. As every schoolboy knows, Wright considered epistatic gene interactions very important in determining the 'peaks' of the landscape. A sharp contrast is sometimes drawn between Wright and R. A. Fisher in this respect. For example:


Fisher believed that the process of genetical evolution occurred through selection that acts on the additive effects of genes in large populations. Although Fisher formally considered gene interactions, he was also dismissive of them, likening epistatic genetic variation to nonheritable (i.e. nontransmissible) environmental variations of phenotype. In contrast, Wright believed that nonadditive, or epistatic, effects were of primary importance, particularly in subdivided populations.
- from the editors' Preface to Epistasis and the Evolutionary Process


What is said here about Wright seems broadly correct, but what is said about Fisher is seriously misleading. Before continuing with my notes on Wright, I will therefore try to clarify Fisher's views on epistasis.[Note: due to formatting problems, italics and other refinements may be omitted.]



First, it is necessary to say something about the meaning of epistasis. The term 'epistasis' itself seems to have emerged around 1917. The first use cited in the OED is from the index to the 1917 volume of the journal Genetics. Around the same time Fisher, in writing his 1918 paper on the Correlation of Relatives, coined the term 'epistacy', but this never caught on. Both terms were derived from the adjective 'epistatic'. Like much of the terminology of genetics (including the word 'genetics' itself) this was coined by William Bateson, in 1907. Bateson used it with a relatively limited meaning to describe cases where a gene at one locus masked or suppressed the action of genes at another locus. For example, genes at one locus might affect the pigmentation of an animal's fur, but a gene at another locus might suppress the production of pigment entirely, causing albinism. In this case the trait of albinism (or the gene producing it) would be called epistatic (literally 'standing over'), while the traits that were masked would be called 'hypostatic' (literally 'standing under'). This limited usage of 'epistatic' is still sometimes found in medical genetics, but in evolutionary genetics a wider usage is more common. In the wider usage, epistasis is any kind of interaction between genes at different loci. Of course, many traits are affected by genes at more than one locus, but this does not necessarily imply interaction. The meaning of 'interaction' is that the genes at different loci do not act independently. For qualitative traits, the usual test of this is that the traits of the offspring do not show the expected Mendelian ratios (which is how epistasis in Bateson's sense was originally discovered). For quantitative traits, the usual criterion is that the value of the trait is not simply the sum of the values attributable to the individual genes concerned. If it is simply the sum, the genes are often said to have a purely 'additive' effect. If not, the trait either shows dominance (if the interaction is between genes at the same locus) or epistasis (if at different loci).

Assuming that epistasis can be identified (which in practice is often very difficult for small effects), it may be asked how the effects of epistatic interaction on a quantitative trait can be measured. One answer to this would be to decide that where interaction is involved, the entire effect of the interacting genes should be counted as epistatic. But this seems unreasonable if the same genes would still have some effect even if there were no interaction. An ideal solution might be to find cases in which the genes concerned are not involved in any epistatic relations, and measure their effect in these circumstances, then subtract this from the effect in the case of epistasis. But if epistasis is a widespread phenomenon, it would be difficult to find these non-epistatic cases, since most genes would show some effects of interaction. In any event, a different approach is generally taken.

The usual approach to measuring the effects of epistasis is roughly as follows. Each gene is assigned a value (the 'average effect' of the gene) based on the average value for the trait concerned among those members of the population who carry that gene, expressed as a deviation from the population mean. Each genotype (gene combination) is then assigned a value based simply on the sum of these average values. This is called the 'breeding value', since it is the part of the genetic makeup of the individual which enables the traits of its offspring to be predicted for breeding purposes. These breeding values will have a certain variance, relative to the population mean, usually called the additive genetic variance. The actual observed values will have a greater variance than this, due to the effects of environment, dominance, epistasis, and various other complications. The portion of the observed variance attributable to epistasis is estimated after the effects of environment and dominance have been subtracted. Genes with epistatic effects are not excluded from the analysis, and they may contribute to both additive and (in a more complicated way) to dominance variance as well as to the specific epistatic or 'genetic interaction' variance. All this is explained more fully, and no doubt more clearly, in Falconer. For a simple worked example of my own see Note 1.

The standard terminology is unfortunate. It cannot be stressed too strongly that 'additive' variance is not the same as the variance due to genes with purely additive effects. The additive variance takes account of the average effects of all genes, including those that may show strong dominance or epistasis. These average effects depend in part on the gene frequencies present in the population in question, and assume that all possible genotypes occur in the proportions expected under a given system of mating (usually assumed to be random). Part of the average effect is therefore due to the effects of gene interactions. Conversely, the so-called 'epistatic variance' covers only a part - usually the minority - of the effects that might intuitively be ascribed to interaction. Enthusiasts for epistasis (as in the volume already cited) sometimes complain that the standard method of apportioning variance tends to understate the effects of epistasis, and makes it difficult to detect. For example, James Cheverud comments that 'most tests for epistasis rely on the epistatic variance alone and ignore its contribution to additive and dominance variance' (p.65) and Edmund Brodie says that 'under a wide range of allele frequencies and strengths of interaction, the majority of variance produced by gene interaction is actually additive' (p.10). It would be possible in principle to use alternative measures which assign more of the observed variance to epistasis. But the standard method does have the advantage that it is possible to estimate the additive variance from the observed correlation between parents and offspring, and conversely to estimate the value of offspring from that of parents. This is particularly important if we wish to predict the effects of natural or artificial selection. Whatever we call it, the 'additive' variance is a useful concept and is not going to go away.

It is also desirable to distinguish between epistasis for fitness and for other traits of the organism. Fitness itself (whether measured simply by number of offspring or otherwise) shows epistasis if the effects on fitness of genes at different loci are not purely additive. If fitness is measured in relation to some particular trait, the fitness may show epistasis even if the trait as such does not. (And presumably vice versa, though I cannot think of a plausible scenario for this.) For example, a trait such as body size might be influenced by several genes acting purely additively in their effects on body size, but epistatically in their effect on fitness. This will often be the case if fitness is highest for some intermediate value of the trait. The fitness effects of genes tending to raise (or lower) the value of the trait will then depend crucially on the other genes they happen to be combined with. In the simplest case, if there are two haploid loci, with alleles H and L (for High and Low) at one locus, and h and l at the other, the combinations Hl and hL, which give intermediate size, may be favoured by selection, while the combinations Hh and Ll, which give high and low size respectively, are selected against. In this case the fitness is epistatic even though the direct effect of the genes on the phenotype is additive.

After all these preliminaries, I turn to discuss what Fisher actually said about epistasis.

Correlation of relatives

As already mentioned, Fisher's great 1918 paper on the 'Correlation of Relatives' proposed the term 'epistacy' to allow for the interaction of genes at different loci, and devised the standard method for apportioning variance. Fisher introduces his definition of 'epistacy' as follows: 'There is in dominance a certain latency. We may say that the somatic [phenotypic] effects of identical genetic changes are not additive, and for this reason the genetic similarity of relations is partly obscured in the statistical aggregate [see Note 2]. A similar deviation from the addition of superimposed effects may occur between different Mendelian factors [genes at different loci]. We may use the term Epistacy to describe such deviation, which although potentially more complicated, has similar statistical effects to dominance. If the two sexes are considered as Mendelian alternatives, the fact that other Mendelian factors affect them to different extents may be regarded as an example of epistacy. The contributions of imperfectly additive genetic factors divide themselves for statistical purposes into two parts: an additive part which reflects the genetic nature without distortion, and gives rise to the correlations which one obtains, and a residue which acts in much the same way as an arbitrary error introduced into the measurements. ' (p.404) Note that Fisher says here quite explicitly that part of the contribution of 'imperfectly additive' genes is itself additive, or as we would say, falls within the additive variance. Fisher does not say a great deal more about 'epistacy' in this paper (but see p.408-9 for the mathematical treatment of epistatic variance), and one of the contributors to the volume cited earlier claims that in his 1918 paper Fisher 'dismissed gene interactions as being of only minor importance in the evolutionary process, analogous to nonheritable modifications of the phenotype' (p.125). This goes beyond anything Fisher says. What he does say is that 'Throughout this work it has been necessary not to introduce any avoidable complications, and for this reason the possibilities of Epistacy have only been touched upon...' (p.432). For Fisher's specific purpose in this paper, which was to explain the correlation between relatives on Mendelian principles, and not to discuss evolutionary theory in general, his brief treatment of 'epistacy' seems sufficient. Fisher finds that with his methods the existing data on the correlation of relatives (mainly the data of Karl Pearson on humans) can be explained satisfactorily by additive variance, dominance, and assortative mating, without much influence of other factors, which by implication include epistatic variance. Fisher is more explicit about this in his 1922 paper on the Dominance Ratio, where he says that 'special causes, such as epistacy, may produce departures [from the expected correlations], which may in general be expected to be very small from the general simplicity of the results'. But before interpreting this as a general pronouncement on the insignificant role of epistasis in evolution, we should note that (a) the additive variance includes much of the effect of 'epistatic' genes, and (b), the discussion was concerned with ordinary traits such as height, and not with fitness. As emphasised earlier, there may be epistasis for fitness even if the underlying traits are purely additive.

The evolution of dominance

One of Fisher's best-known, and most controversial, theories is that of the evolution of dominance. Noting that harmful mutations are usually (though not always), recessive in their effects, Fisher sought to explain this by the action of modifier genes at other loci, which would be gradually selected to minimise the harmful effects of common recurring mutations by making them recessive. The theory has not been generally accepted, and Wright in particular opposed it, mainly on the grounds that the selective advantage of modifier genes would be so weak that it would usually be overpowered by their other, more direct, effects. Regardless of whether Fisher was right or wrong on this issue, the point to note here is that his theory depends entirely on epistatic effects! In this respect, at least, Fisher was more enthusiastic about epistasis than Wright himself.

Mimicry

A whole chapter of the Genetical Theory of Natural Selection is concerned with Mimicry. In discussing the underlying genetics of mimicry, Fisher emphasises the role of modifier genes, including those that act as 'switches' for other genes. For example, discussing the 'hooded' gene in rats, he says 'The gene, then, may be taken to be uninfluenced by selection, but its external effect may be influenced, apparently to any extent, by means of the selection of modifying factors' (p.185). And in discussing another case he goes on to say 'The gradual evolution of such mimetic resemblances is just what we should expect if the modifying factors, which always seem to be available in abundance, were subjected to the selection of birds or other predators' (p.185). While modifiers might in principle be purely additive in effect, they are more likely to be epistatic. This is presumably always the case with 'switch' genes.

Sex

Chapter 6 of GTNS deals with a variety of issues concerning sex, sexual selection, sex-limited traits, and speciation. Some of these could well involve epistasis - indeed, 'sex-limited' traits (those which are only manifested in one sex) do so almost by definition, if sex is genetically determined. (As mentioned in Fisher's paper on 'Correlation of Relatives', quoted above, differences between the sexes can be regarded as a case of 'epistacy'.) However, I find only one definite reference in the chapter to epistatic effects. In his discussion of speciation, Fisher points out that the adaptiveness of genes will vary in the different parts of a species's range, and says that 'In addition to those genes which are selected differentially by the contrasted environments, we must moreover add those, the selective advantage or disadvantage of which is conditioned by the genotype in which they occur, and which will therefore possess differential survival value, owing not directly to the contrast in environments, but indirectly to the genotypic contrast which these environments induce' (p.141). A difference in the selective advantage of a gene according to the genotypic background implies epistatic fitness. What Fisher is describing here is actually what is often called a 'co-adapted gene complex', much beloved of Wrightians.

The Fundamental Theorem of Natural Selection

The Fundamental Theorem of Natural Selection states that 'The rate of increase in fitness of any organism at any time is equal to its genetic variance in fitness at that time' (GTNS p.37). The FTNS is notoriously difficult to interpret, and I do not intend to say much about it here. It is however now generally accepted, following the interpretations by George Price and A. W. F. Edwards, that when Fisher refers to 'genetic variance' he means the 'additive' genetic variance. The additive variance takes account of the average effect of genes in all the various environmental circumstances and genetic combinations in which they are found, in the proportions to be expected under a given system of mating. (See expecially p.31 of GTNS, where Fisher defines 'average excess' and 'average effect'.) It therefore incorporates the effects of dominance and epistasis to the extent that these contribute to the additive value of the genes. There is no reason at all to suppose that genes with epistatic effects are excluded from the FTNS. What is excluded is only that part of the total variance that is not covered by the contribution of those genes to additive variance. This can be justified on the grounds that the non-additive variance does not predictably change gene frequencies in the next generation and therefore has little effect on evolution. As Cheverud admits, 'the rate of evolution is determined by the additive genic [sic] variance alone' (p.65).

Selection at two loci

Before 1930 neither Fisher nor Wright had treated selection at more than one locus. As so often, the pioneer of the subject was J. B. S. Haldane, in 1926. In 1930 Fisher did however give the subject a short section in Chapter 5 of GTNS, under the heading 'Equilibrium involving two factors'. (This chapter is one of several that appear to be invisible to some readers.) The interesting situation, as Fisher recognises, is where two different combinations of alleles (e.g. AB and ab) are both favoured by selection, while the same genes are disadvantageous in other possible combinations (e.g. Ab and aB). Fitness in this case is therefore clearly epistatic. In his chapter summary Fisher says that stable equilibria may be established, but he is rather vague about the conditions for stability. But his main point is that there will be selection in favour of closer linkage between favourable gene combinations on the same chromosomes, and it is therefore a puzzle why recombination is as frequent as it is. I think this remains a problem. In any event, it is a case where Fisher clearly recognised the role of epistasis.

Selection of metrical characters

One of the most intriguing, but difficult, sections of GTNS is the one (also in the 'invisible' Chapter 5) on 'Simple metrical characters'. (I sometimes wonder if Fisher's use of the word 'simple' was a sly joke.) The case of interest is where a quantitative character, such as the size of a tooth, is regulated by genes at more than one locus, and subject to stabilising selection in favour of an intermediate size. Egbert Leigh has described this (in his 'Afterword' to the 1990 reprint of Haldane's 'The Causes of Evolution') as 'a topic still replete with mysteries and surprises'. Fisher's account is even more tangled than most, because he attempts to explain simultaneously selection of the metrical trait itself and selection for dominance of the genes controlling it. I cannot pretend to understand everything he says on the subject, but what is clear for the present purpose is that fitness in this case is epistatic, and that there may be more than one outcome of selection, depending on the initial frequencies of the genes concerned: 'the conditions of equilibrium are always unstable. Whichever gene is at less than its equilibrium frequency will tend to be further diminished by selection' (p.121). This is precisely the situation which Wright often emphasised as leading to alternative 'selective peaks'. But unlike Wright, Fisher did not believe a species was likely to get 'stuck' permanently on a selective peak (not that Fisher had much time for the adaptive landscape anyway). Fisher believed that following any change in the optimum phenotypic value due to environmental change there would be sufficient genetic variation (in a large population) for selection to shift organisms quickly towards the new optimum. His confidence in this was based mainly on the results of artificial selection, as he referred to 'the extreme rapidity with which such measurements are modified when selection is directed to this end' (p.119). The effects of such changes on gene frequencies might be lasting, even if the initiating circumstances were temporary. In Fisher's analogy, which may be more illuminating to physicists than to me, 'the system resembles one in which a tensile force is capable of producing both elastic and permanent strain, and in which the permanent deformations always tend to relieve the elastic forces which are set up' (p. 125).

This section of GTNS raises a rather intriguing historical possibility. As Provine has noted in his biography of Wright (Provine p.285-6), there was an unexplained change in Wright's account of the 'shifting balance' theory between his exposition in 'Evolution in Mendelian Populations' (1931), and his next major account in 1932. In 1931 he had asserted that temporary changes in the environment would only have temporary effects on the gene pool, being essentially reversible. Hence his emphasis on genetic drift in small subpopulations, as the only possible means of shifting from one peak to another. In 1932, on the other hand, he accepted that environmental changes could also shift a population from one stable peak to another, so that their effects might be lasting even after the change in environment had reversed. Unfortunately Wright did not explain the reasons for his change of mind, nor did he draw attention to the change, which is really very important, since it greatly weakens Wright's argument for the importance of genetic drift in small local subpopulations. Provine speculates, plausibly enough, that Wright's correspondence with Fisher, his reading of GTNS, and Fisher's own published review of 'Evolution in Mendelian Populations', had something to do with the change. My own suggestion, to build on this, is that Fisher's discussion of metrical characters in Chapter 5 of GTNS was a particular influence. But I have no direct evidence of this, so it will probably remain a mere speculation.

Conclusions

The main purpose of this note has been to identify and document what R. A. Fisher himself, as opposed to the straw man 'Fisher', actually said and believed about epistasis. Readers will be able to draw their own conclusions, but I will briefly indicate my own.

a) Fisher did not deny the existence of epistasis, in the broad sense, and in some specific cases - including the evolution of dominance, selection at two loci, and quantitative (metrical) traits under stabilising selection - he gave it an important role.

b) Fisher agreed with Wright (and Haldane) that in some circumstances, including stabilising selection, there could be more than one outcome of selection in terms of the resulting gene frequencies. Unlike Wright (in 1931), but like Wright (in 1932), he believed that temporary environmental change could shift a population durably from one equilibrium set of gene frequencies to another. Fisher's treatment of the problem in GTNS may have influenced Wright's unexplained volte-face on this important issue.

c) Fisher did not believe populations were likely to get stuck on a local peak in the selective landscape, but this was not because he did not believe in epistatic effects, but because he did not believe in the validity of the selective landscape concept at all. I will probably say more about Fisher's thinking on this in another post.

d) Fisher's general concept of evolutionary change, as expressed in the Fundamental Theorem of Natural Selection, does not exclude epistatic effects. The FTNS takes account of epistasis (and dominance) precisely to the extent that they do affect the rate of evolutionary change. The FTNS is neutral with respect to the importance of epistasis: whether it is important or unimportant cannot be inferred from the theorem, which takes account of additive variance in fitness whatever its source. Unfortunately much confusion has arisen about the meaning of 'additive' and 'epistatic' variance. If it is not understood that 'additive' variance includes much of the effect of epistatic genes, while 'epistatic' variance excludes much of that effect, the scope of the FTNS will be seriously misconstrued. It would be better to call additive variance something like 'heritable variance', while the non-additive effects of dominance and epistasis are clearly labelled in such a way as to make it clear that they are only part of the total effect of gene interactions.

e) Unlike Wright, Fisher did not, at least in his published works, put any emphasis on epistasis as a major factor in evolution. It is necessary to read GTNS quite carefully (or at least to look at all the chapters!) to find the references I have gathered together here. It is an empirical matter whether epistasis plays the central role that Wright gave it. Or it might have an important role that neither Wright nor Fisher had thought of, as suggested in Kondrashov's theory of sex.

I have not dealt here with another aspect of Fisher's views, namely his rejection of the importance in evolution of large single mutations. I have no doubt that Fisher believed that evolution occurred mainly through the selection of a large number of genes with individually small effects. I have not discussed this because (a) it was not a point of disagreement between Fisher and Wright, and (b) it does not seem relevant to the issue of epistasis. As far as I can see, large mutations are no more or less likely to have epistatic effects than small ones.

Addendum

After writing the above, I came across a further reference to epistasis in Fisher's correspondence. Writing to Leonard Darwin in 1928, Fisher said 'I am inclining to the idea that the main work of evolution lies in the discovery by trial of perhaps rare combinations of its existing variants, which work better than the commoner combinations. A slight increase in the number of individuals bearing such a favourable combination will then set up selection in favour of all the genes in the combination, with marked evolutionary results. Many of these genes would have been previously rare mutant types (not necessarily rare mutations) unfavourable to survival. I think of the species not as dragged along laboriously by selection like a barge in treacle, but as responding extremely sensitively whenever a perceptible selective difference is established. All simple characters, like body size, must be always very near the optimum, so much so that the average body sizes of two alternative genes must be balanced on either side of the optimum, selection always tending to eliminate the rarer because it is further from the optimum...' (Correspondence p.88). In his Introduction to the correspondence, J. H. Bennett draws attention to this letter, and remarks that 'It is interesting, and perhaps needs emphasizing, that both Fisher and Wright considered systems of interacting genes to be of critical importance in evolution. A fundamental difference in their views of the evolutionary process concerned the means by which interaction systems could be exploited' (p.47) While I agree with Bennett that Fisher took some account of 'interaction systems' , in other words epistasis in the broad sense, this letter of 1928 seems a good deal more positive on the subject than anything I have noticed in his published works. I take this opportunity to say that Bennett's Introduction is one of the most useful things yet written on Fisher's work and ideas, and deserves repeated reading.


Note 1

Consider the simplest case of a haploid organism with a quantitative trait determined by genes at two loci. I assume complete genetic determination. Let the alleles in the population be A and a at one locus, and B and b at the other, each with a frequency of 50% in the population. Under random mating the four genotypes AB, Ab, aB and ab will therefore all have the frequency 25%. (In a diploid there would be nine genotypes to consider, and the possible complication of dominance, which is why I have chosen the haploid case.)

Let us suppose that the measurements of the trait for the four genotypes are as follows, where c and d are any numerical values:

AB........c + d
Ab........c
aB........c
ab.........c

I have chosen these values to dramatise the situation. Intuitively, one would say that all of the variation in the trait was due to the epistatic interaction of A and B, since all other genotypes than AB have the identical value c. So let us see how the variance comes out under the standard method.

The mean value of the trait in the population is evidently .75c + .25(c + d) = c + .25d. The mean values for each gene considered separately, measured by the average value of the individuals who possess that gene, are:

A........ .5(c + d) + .5c = c + .5d
a......... c
B........ .5(c + d) + .5c = c + .5d
b........ c

Expressed as deviations from the population mean, c + .25d, these values come out as:

A........ + .25d
a......... - .25d
B........ + .25d
b........ - .25d

These are known as the 'average effects' of the genes in question.

The so-called 'breeding value' of a genotype is simply the sum of the average effects of its component genes, so for the four genotypes we have the breeding values:

AB.......... + .5d
Ab.......... 0
aB.......... 0
ab.......... - .5d

It may be noted that the combination ab has a substantial (negative) breeding value, even though there is, intuitively, no interaction between a and b. This reflects the fact that the interaction of A and B pulls up the population mean, and therefore affects the deviation values of other alleles and genotypes. The combination ab falls as far below the resulting mean as the combination AB rises above it. The symmetry is of course a consequence of the symmetry of the chosen assumptions about gene frequencies, etc.

The breeding values are already deviations from the population mean, so for the variance of breeding values (the so-called additive genetic variance) we have:

.25(.5d)^2 + .25(0)^2 + .25(0)^2 + .25(.5d)^2 = .125d^2.

It is already apparent that although the variance is intuitively entirely due to epistasis, the 'additive' variance is not zero. For comparison, we can measure the total variance of the values of the genotypes. The deviation values are as follows:

AB.......... c + d - (c + .25d) = .75d
Ab, aB, and ab.......... c - (c + .25d) = - .25d

Taking account of the proportions of the genotypes in the population we therefore have the variance of genotypic values as follows:

.25(.75d)^2 + .75(- .25d)^2 = .1875d^2

Subtracting the 'additive' variance from the total genotypic variance we find only .0625d^2 left for the 'epistatic' variance. So even where we have rigged the example to give a strong influence to epistasis, 2/3 of the resulting variance is 'additive', and only 1/3 'epistatic'!

Note 2: I think that by 'genetic changes' in this sentence Fisher means not just mutations, but any gene substitution, such as may occur through the normal processes of sexual reproduction. So, for example, if at a single locus the combination aa is replaced by the combination Aa, there will be a certain measurable effect of the change. If the effect of substituting two As is twice the effect of substituting just one A, the effect is additive. Otherwise the locus shows some degree of dominance.




References:

D. S. Falconer: Introduction to Quantitative Genetics, 3rd. edn., 1989

R. A Fisher: The Genetical Theory of Natural Selection, 1930. I have given page references to the revised Dover edition of 1958, but the quoted passages are all unchanged from the first edition. For scholarly purposes the best edition is now the Variorum edition of 1999, edited by Henry Bennett.

Fisher's papers are cited from the online copies available from the archives at Adelaide (see link on sidebar)

Natural Selection, Heredity and Eugenics: Including selected correspondence of R. A. Fisher with Leonard Darwin and others, edited by J. H. Bennett (1983). Much of the correspondence is also available online from the archives at Adelaide.

Epistasis and the Evolutionary Process, ed. J. B. Wolf, E. D. Brodie, and M. J. Wade. 2000

William B. Provine: Sewall Wright and Evolutionary Biology, 1986. (Paperback edn. 1989)