Introduction
Arterial hypertension (HTN) is one of the leading risk factors for morbidity and mortality worldwide (Wang et al., 2016). In addition to the high economic costs associated with this chronic medical condition, it is one of the main causes of cardiovascular pathologies such as heart failure and heart attack (Wu et al., 2018). At the global level it is estimated that the number of those at risk of HTN will reach 1.56 million by 2025 (World Health Organization, 2000). Unfortunately, only a few studies address the prevalence of this disease in developing countries (Ploth et al., 2018).
The wide implications of HTN for healthcare systems has brought attention to the risk factors associated with the disorder (Redina & Markel, 2018). The primary causes of chronic high blood pressure remain for the most part unknown (i.e. Primary or Essential HTN; A Global Brief on Hypertension, World Health Organization, 2013). Beyond the influence of biological variables such as obesity and age, factors related to negative affectivity have acquired increasing relevance in explaining the development and persistence of hypertension (Casiglia & Tikhonoff, 2018; Soboka, Gudina & Tesfaye, 2017). Though the precise role of affective variables in HTN is unclear, greater importance is already being attached to comorbid psychological factors as a means of increasing patients' adherence to medication (Amico, Mugavero, Krousel-Wood, Bosworth & Merlin, 2017; Dyussenova et al., 2018; Sanz et al., 2010; Yu et al., 2015).
Among the various dimensions of negative affectivity, attention has been focused on depression, anxiety and anger. In general terms it is hypothesized that individuals who frequently suffer intense states of negative affectivity are more prone to HTN and its associated pathologies (e.g. cardiovascular disease), or more likely to have chronic high blood pressure (Redina & Markel, 2018). Although a series of experiments has provided evidence in support of this hypothesis (see for example the review by Kaplan & Nunes, 2003 and the meta-analysis by Rutledge & Hogan, 2002), the findings are not consistent. More recent studies have shown for example that in the case of depression there is more evidence against (Bajkó et al., 2012; Uceda, Sanz Fernández, Espinosa López & García-Vera, 2013; Yan et al., 2004) than in support (Meyer, Armenian, Eaton & Ford, 2004) of an association with HTN. In the case of anxiety on the other hand, there are more data in support of (Bajkó et al., 2012; Uceda et al., 2013; Yu et al., 2015) than against (Yan et al. 2004) such association. The findings on anger have been more in favor of (Mushtaq & Najam, 2014; Sahraian et al., 2015; Yan et al., 2004) than opposed (Uceda, et al. 2013) such association between this particular negative affect and HTN.
Explanations for these divergent findings remain a matter of debate, making it difficult to establish whether they are due to methodological issues or to weak associations between the variables (García-Vera, Sanz, Espinosa, Fortún & Magán, 2010; Sorsdahl et al., 2016; Tikhonoff et al., 2014). From a methodological point of view the studies differ widely in terms of the tools used, the subject population, age range, proportion of males/females, the way in which the scores of the variables considered were calculated (e.g. unidemensional vs multidimensional scale), concurrent measurement of affective variables or not, and the type of design applied (i.e. longitudinal vs transverse/ control case). Therefore, some methodological distinctions need to be made from these previous evidences.
A first step is to identify the type of design used in previous studies to evaluate the association between variables. This is important because whereas longitudinal or interventions studies can be used to assess the predictive capacity of affective variables in relation to HTN, cross-sectional or case-control studies do not allow definitive conclusions to be drawn with respect to the causality between the variables involved (Woodward, 2014), and more likely take account of individuals' affective experience after being diagnosed with a chronic disease like HTN (Yu et al., 2015). Another highly relevant aspect for understanding the association between negative affectivity and HTN is whether affective variables were measured concurrently or separately. Commonalities between depression, anxiety and anger could explain the inconsistencies observed in some of the studies (García-Vera et al., 2010). That is, a reported positive association between an affective variable and HTN could be due to the specific action of this variable on the HTN or may simply reflect a correlation with another variable associated with HTN (Suls, 2017). Another possibility is that it is the joint effect (i.e. communality) rather than the individual effect (i.e. specificity) of affective variables that allows explaining the emergence and maintenance of HTN (Suls & Bunde, 2005; see also Woodward, 2014, for an explanation of all these possibilities through Venn diagrams).
To date we have found only two studies that concurrently investigate all of these affective variables (i.e. depression, anxiety and anger) in hypertensive individuals and applying a case-control design (García-Vera et al., 2010; Uceda et al., 2013). Whereas García-Vera et al. (2010) found higher levels of the anxiety and depression dimensions in the HTN group but no difference with respect to anger, Uceda et al. (2013) found that HTN individuals differed only in their level of anxiety. Therefore, it is not possible here either to determine with certainty the proposed relationships between negative affectivity and HTN.
The limitations and inconsistencies surrounding previous studies led us in the present paper to analyze concurrent measures of depression, anxiety and anger with a view to investigating comorbid negative affectivity in individuals with HTN (Rafanelli, Offidani, Gostoli, & Roncuzzi, 2012; Tel, 2013; Soboka et al., 2017). We circumvented the methodological limitations identified in previous studies (García-Vera et al., 2010; Uceda et al., 2013) by using the complete version of the Beck Depression Inventory-II (BDI-II) to measure depression, distinguishing between cognitive, affective and somatic factors; and the State-Trait Anger Expression Inventory-2 (STAXI-2) to measure the main dimensions identified with trait anger (i.e. temperament anger and response/reaction anger). Lastly, we applied the State-Trait Anxiety Inventory (STAI, Guillen-Riquelme & Buela-Casal, 2015), an instrument that makes it possible to measure the trait anxiety considering a longer period of time when ask for the anxious symptoms.
In order to arrive at a more precise definition of the common affective components associated with HTN, an analysis will be made that contemplates each specific affective symptom (e.g. irritability) beyond the general dimension (e.g. depression). By comparing the results for the HTN group with those of the control group it is sought to identify the emotional-affective symptomology most characteristic of HTN patients, in turn leading to elucidation of the emotional-affective symptoms implicated in persistent HTN (Tully, Peters, Pérès, Anstey & Tzourio, 2018).
Previous studies have underlined the need to extend investigations to other regions of the world, including Latin America and the Caribbean (Camacho, Echeverría, Barros, Maiz & Rigotti, 2018). Recent guidelines issued by the Pan American Health Organization (Khon et al., 2018) also stress the importance of repeating developed country studies in Central and South America. Undertaking studies on other populations is important since aspects affecting the relationship between HTN and negative affectivity can vary according to the context and culture (Rad, Martingano & Ginges, 2018). The current study is the first to analyze the association between HTN and negative affectivity in the population of the Dominican Republic.
Method
Participants
A total of 100 adults selected by non-probability sampling participated in the study (see the procedural section for more precise details). International criteria were used to define the adult category, considered to include individuals between the ages of 20 and 60 (Ruiz, 2005; Vos et al., 2017). Two groups were compared, the HTN group (n=50), comprising individuals suffering from arterial hypertension, and a control group (n=50), consisting of the same number of individuals of the same age and sex as the first group. Both groups comprised the same proportion of females (64%) to males (36%) and the ages in both groups ranged from 23 to 60 (M HTN Group=44.72, DE=10.67; M Control Group=44.26, DE=10.13; ΔM Age=.46, t=.22, gl=98, p=.83).
Instruments
State-Trait Anxiety Inventory (STAI). This instrument measures state and trait anxiety based on 20 multiple choice responses for each, using a 4-point Likert-type scale. For the purposes of the present study, the validated version for the Dominican population was applied, in which the score presented adequate psychometric properties (a between .83 and .86) and significant correlations with depression (García-Batista, et al. 2017). Only trait anxiety (STAI-T) was measured in the present study, showing optimal internal consistency in the present sample (α=.83).
State-Trait Anger Expression Inventory-2 (STAXI-2). The assessment provided by STAXI-2 distinguishes between the experience, expression and control of state and trait anger using a 4-point Likert-type scale composed of 49 elements. Again, the validated version for the Dominican Republic was used. The results showed an acceptable and optimal level of internal consistency (a between .75 y .86) and significant differences between the general population and clinical individuals (García-Batista, et al., 2018). Here as well, only trait anger was considered. Both, temperament anger (α=.84) and response/reaction anger (α=.82). presented optimal internal consistency in the present sample.
Beck Depression Inventory -II (BDI-II; Beck, Steer & Brown, 1996), a self-report measure based on symptoms described in the Diagnostic and Statistical Manual of Mental Disorders (DSM-IV; American Psychiatric Association, 2000) for measuring severe depression. The version of the inventory used contains 21 items each with 4 response options on a scale of 0 to 3. The validated version of BDI-II for the population of the Dominican Republic was used (García-Batista, Guerra-Peña, Cano-Vindel, Herrera-Martínez & Medrano, 2018) to measure severe depression in general and its cognitive, affective and somatic subcomponents. A bifactor model showed the best fit to the validated Dominican Republic data (χ2=541.57; CFI=.94; RMSEA=.05), with optimal internal consistency values for the general dimension (α=.89) and acceptable values for the specific sub-dimensions (Cronbach's a of between .70 y .78). In the present sample acceptable values were found for the scales considered: Cognitive Dimension (α=.78); Affective Dimension (α=.70) and Somatic Dimension (α=.77).
Procedure
A case-control design was used in this study (Woodward, 2014). Individuals suffering from arterial hypertension were selected from medical consultations at the Hospital José María Cabral y Báez, in the city of Santiago de Los Caballeros, Dominican Republic, and those diagnosed with HTN were invited to be referred to the research team. A meeting was then scheduled to briefly clarify the aims of the research, attain the patients' consent and assure the anonymity of the study. The details of the consenting patients were recorded and the STAI, STAXI-2 and BDI-II inventories carried out.
A parallel sample of voluntary individuals with no health problems was then selected to match the number, age and sex of the HTN group. The aims and voluntary, anonymous nature of the study were also clearly explained to this group and the corresponding STAI, STAXI-2 and BDI-2 inventories applied to the verbally consenting individuals.
The present study was approved by the Comité Nacional de Bioética (CONABIOS - National Bioethics Committee) of the Public Health Ministry of Santo Domingo, Dominican Republic (protocol number 028-2014).
Data Analysis
The choice of statistical procedure to verify differences between the two groups was determined by compliance or non-compliance with the assumptions of normality and homoscedasticity. The Kolmogorov-Smirnov Test of Normality and the Levene test for equality of variance (Tabachnick & Fidell, 2007) were used to verify the normality of the data and the homogeneity of variance. As can be appreciated from Tables 1 and 3, the assumptions showed varying degrees of non-compliance. For this reason, it was decided to apply robust moderns' statistics recommended in those cases where the data diverged from the assumptions of normality and homogeneity of variance (Wilcox & Keselman, 2003). In general terms, this group of so-called modern robust tests (e.g. Yuen test; Yuen test with Boostrap; Percentil-Boostrap based on estimator M) make no assumptions about the functional form of the probability distribution. (Wilcox, 2012). More specifically, to verify the differences between the groups compared in the present paper, robust measurements of position, the trimmed mean at 10% and the corresponding standard deviation were calculated (Wilcox, 2012). The Yuen Test (also based on a mean trimmed at 10%), one of the most robust tools in cases of non-normality and non-homoscedasticity, primarily in terms of control of type 1 error and maintenance of the potency of the test, was also applied (Ozdemir, Wilcox & Yildiztepe, 2012). The described procedure was used for the general affective dimension level as well as the symptomatic level. The score for specific symptoms was obtained via a Likert-type (i.e. ordinal) scale. According to the literature, both parametric inferential type tests and the modern robust tests proposed in this research can be applied to this type of ordinal scale data (see for example Norman, 2010).
Table 1 Exploratory Analyses at the General Level: Tests for Asymmetry, Kurtosis, Normality and Homoscedasticity
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Note: * p < .05, ** p < .01; g1=Asymmetry; g2=Kurtosis; D= Statistics from the Kolmogorov-Smirnov Normality Test.
Table 2 General levels of depression, trait anxiety and trait anger between Groups with HTN and without HTN (Control Group).
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Note. T-M = trimmed mean (mean trimmed at 10%); SD=Standard Deviation; Ty = Yuen's test. Bold type indicates variables that present statistically significant differences.
Table 3 Exploratory Analysis of Data at the Symptomatological level: Asymmetry, Kurtosis and Normality Tests
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Note. * p < .05, ** p < .01; g1=Asymmetry; g2=Kurtosis; D=Statistics from the Kolmogorov-Smirnov Test of Normality. Changes in S.H.=Changes in Sleeping Habits; Changes in A.=Changes in Appetite; Difficulties in C.=Difficulties in Concentrating; Loss of S.I.=Loss of Sexual Interest; I have an irrit. temp. = I have an irritable temper; I am an exalt. person = I am an exalted person.
Cohen's d was used to calculate the differences in magnitude of the effect size (Lakens, 2013), using the robust version proposed by Algina, Keselman and Penfield (2005), based on the trimmed mean. The statistical software R (R Core Team, 2016) and IBM SPSS 20 were used for the statistical analyses.
Results
The exploratory analyses and differences between groups are presented firstly at the level of the general dimensions of Depression, Anxiety and Anger and then at the symptomatic level.
Initial Exploratory and Descriptive Analyses: General Level of Negative Affectivity
Before investigating whether the groups differed in their general levels of depression, anxiety and anger, exploratory analyses were carried out and the corresponding tests of normality applied (See Table 1).
In general terms one can observe a deviation from normality and in some cases non-compliance with the assumption of equality of variance.
Analysis of Differences between Groups at the General Level and for Negative Affectivity: Inference and Effect Size Tests
Table 2 shows the differences between groups using robust statistical methods.
As can be appreciated from the above data, only some of the evaluated dimensions show statistically significant differences, the HTN group having higher levels of Depression in its somatic dimension, and of Trait Anger in its Temperament dimension. The difference between groups in effect size is most strongly evident for the Somatic dimension of Depression. The differences in the cases of Somatic Depression and Temperament Anger are of moderate magnitude.
Initial Exploratory and Descriptive Analyses: Symptomatic Level
The differences at the symptomatic level were analyzed for the symptomatic dimension of depression and the temperament dimension of anger, since these were the only dimensions showing statistically significant differences between groups at the general level. As with the dimensional analysis of variables, prior exploratory analyses were carried out and the respective normality and homoscedasticity tests applied (see Table 3).
A deviation from normality can also be observed at the symptomatic level and in some cases non-compliance of the assumption of equality of variance.
Analysis of the Difference between Groups at the Symptomatic Levels of Negative Affect: Inference Tests and Measurement of Effect Size
Table 4 shows the differences found at the symptomatic level between the two groups, applying robust statistical methods.
Table 4 Levels of Affective Symptomology Comparison between Groups with HTN and without HTN.
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Note. T-M=trimmed mean (mean trimmed at 10%); SD=Standard Deviation; Ty=Yuen's test. Bold type indicates variables that present statistically significant differences. Changes in S.H.=Changes in Sleeping Habits; Changes in A.=Changes in Appetite; Difficulties in C.=Difficulties in Concentrating; Loss of S.I.=Loss of Sexual Interest; I have an irrit. temp. = I have an irritable temper; I am an exalt. person = I am an exalted person.
As can be appreciated from Table 4, the most characteristic symptoms of the HTN Group are irritability (d = .54) and loss of energy (d = .50), followed by changes in appetite (d = .44) and difficulty in concentrating (d = .42) in the case of depressive-somatic symptoms; and angering easily (d = .50) and angering quickly (d = .42) in the case of temperament anger. For all these symptoms the differences show a moderate effect size.
Discussion
The main aim of the present study was to analyze concurrent measures of depression, anxiety and anger in individuals suffering from HTN and identify the most characteristic affective symptoms in HTN patients. With respect to the first objective, though higher levels are observed overall in the HTN group, statistically significant differences -of moderate effect size- are only found in the cases of somatic depression and temperament anger. With regard to the second objective, the most characteristic symptoms of HTN patients are irritability, loss of energy in the case of somatic depression and angering easily and quickly in the case of temperament anger.
The findings of the present study differ in general from those of the only other two studies we have found in the literature with similar objectives. Only in the case of depression are our results similar to those of García-Vera et al. (2010). These different findings could be due in part by methodological differences between studies.
In order to measure depression, the present study analyses the complete version of the BDI-II, consisting of 21 items, allowing a distinction between three specific dimensions, whereas the study by Uceda et al. (2013) uses an abbreviated version of the Beck Depression Inventory (BDI-II-SV, Sanz, García-Vera, Fortún & Espinosa, 2005), taking into account only a total score. That makes it more difficult to detect the somatic depression traits identified in the present study (García-Batista et al. 2018).
There are also differences in the instruments applied to measure anxiety. Though the Beck Anxiety Inventory (BAI) used by Uceda et al. (2013) bears certain psychometric similarities to STAR-R, there are notable differences in terms of the constructs to be measured, the content of the items (e.g. symptoms of depression and anxiety that evaluate these) and their capacity to discriminate between anxiety and depression (Sanz, 2014). More precisely, as indicated by Sanz (2014), STAI-R is more suitable than BAI for evaluating the Generalized Anxiety Disorder, covering more than 50% of GAD symptoms, whereas BAI is more suitable for evaluating panic attack, covering more than 50% of these symptoms. Finally, an important limitation of STAI-R with respect to BAI is the content validity, since 65% of the items in STAI-R also measure symptoms of major depressive disorder (MDD). The two tests measure different symptoms of anxiety and the results of the present study show no evidence that GAD symptoms are characteristic of individuals with HTN. On the other hand, the overlapping depression-anxiety symptoms in the STAI-R scores could explain the lack of differences between the HTN group and the control group (Sanz, 2014). This would also serve to explain why the present results are not consistent with those of other studies that have applied this same instrument (García-Vera, et al. 2010). Finally, the reason for the discrepancies could also lie in the different time scales used to measure the anxiety symptoms. Further research is required to shed light on this aspect.
Both García-Vera et al. (2010) and Uceda et al. (2013) also apply the STAXI-2 test in relation to trait anger, but again, they take the total score into consideration. The present study on the other hand takes the original definition of Spielberger (1991), who draws a distinction between dimensions for trait anger: (a) irritable temperament, which takes account of the general propensity to feel and express anger without any specific provocation; and (b) response/reaction anger, which refers to the propensity to express anger in response to a specific provocation. In the STAXI-2 psychometric studies it is this bifactorial structure that presents the most favorable evidence (García-Batista, et al. 2018). Furthermore, it has been suggested that the multidimensional measurement of anger is a necessary condition for arriving at more conclusive findings with respect to the link with HTN (Siegel, 1986). As with the measurement of depression, therefore, consideration of sub-dimensions of trait anger would make it more likely to verify differences between groups.
An important novel finding of the present study is the identification of trait depression and trait anger symptoms in persons suffering from HTN. More HTN sufferers presented symptoms of irritability and loss of energy (depressive somatic symptoms) and became more easily and rapidly angry (symptoms of an angry temperament) than individuals in the control group. Although data is lacking on affective symptoms in individuals with HTN, there is evidence that they tend to suffer from depression, with a detrimental impact on their quality of life (Rafanelli, et al. 2012). A correlation has been found both between the symptoms of depression and the duration of the diagnosis of the disorder (i.e. the length of time the patient suffers from the disorder) and between the symptoms and feelings of anger in HTN patients (Tel, 2013). In line with this, Rafanelli et al. (2012) reported that individuals with HTN suffer depression and irritability. This affective comorbidity can be explained by the fact that people who have been diagnosed with chronic medical conditions such as hypertension find it difficult to adapt their lifestyle, their work and their aspirations accordingly (Soboka et al. 2017). Thus, the diagnosis of HTN could trigger the appearance of these symptoms at the sub-clinical level but with negative repercussions on physical health (Rafanelli et al. 2012). The hypothesized association between affectivity and HTN should be understood in a recursive rather than a unidirectional manner, as proposed recently in connection with cardiovascular diseases (Davidson, Alcántara & Miller, 2018; Zhang, Chen & Ma, 2018). Thus, negative affectivity is not only a risk factor for developing disorders such as HTN, it should also be recognized that negative affectivity can emerge after HTN diagnosis, thus worsening the condition via biological and/ or behavioral mechanisms (see for example Jaén Águila et al., 2014; Moxotó & Malagris, 2015; Yu et al., 2015; and Özpelit et al., 2015).
It is important to mention the limitations of the present study. On the one hand, case-control type designs do not allow definitive conclusions to be drawn with respect to the causality or temporal relationship with the variables involved (Yu et al., 2015). Transferring transverse designs to longitudinal designs will enable future research on the subject to make more rigorous assumptions about the causal relationships involved (Cole & Maxwell, 2003). A further limitation lies in the tools and methods applied to measure the variables. In the case of negative affectivity, self-reports were used, some of whose contents are of questionable validity (the case of STAI). In addition to this, recent meta-analyses have shown that the findings of studies using this type of tool to investigate the association with HTN are less consistent than those based on results structured diagnostic interviews (Yu et al., 2015). In the case of the HTN variable, only the presence or absence of this variable was considered (clinical measurement). Future studies should take into account complementary measures such as self-measured blood pressure or ambulatory monitoring (see for example Bajkó et al., 2012; Jaén Águila et al., 2014; and Uceda et al., 2013). While it is likely that most of the HTA sample taken in the present study had primary or essential hypertension, the presence of secondary hypertension (i.e., caused by another established medical condition) was not ruled out in these participants. Although the central objective of our work was not to investigate the causes of hypertension but rather the affective consequences of suffering from this pathology, it is also necessary to have a clear delimitation of the sample, which is why we agree with García-Vera, et al. (2010) that future studies should be able to clearly identify the type of hypertension suffered by the participants. Among the latter, for example, there is also masked or clinical HTN, which does not reflect a chronic pathology, but rather a momentary or circumstantial high blood pressure (Uceda et al., 2013). Another relevant fact not considered here is the time that has passed since the HTN was diagnosed. Finally, it is important to include other sociodemographic control measures that have shown association with indicators of negative affectivity in people with HTN, such as educational level and marital status (Soboka, et al. 2017).
Notwithstanding the above-mentioned limitations, the present paper is a first step towards collecting data on populations not included in previous studies and contributes to the body of literature on the specific symptomology of negative affectivity in individuals diagnosed with arterial hypertension. The findings not only have implications at the theorical level, but also open the evidence-based way to psychological clinical treatment for those suffering from this chronic condition (Fu et al., 2015). Addressing comorbid affectivity factors is also of relevance in increasing adherence to medication in this type of patient (Amico et al., 2017; Dyussenova et al., 2018; Sanz et al., 2010; Yu et al., 2015). In summary, the findings of the present paper underscore the importance of focusing on certain traits of negative affectivity in those already diagnosed with HTN, who show depressive-somatic symptoms (particularly in terms of irritability and loss of energy) and temperament anger (in particular the propensity to present or response with anger), since these symptoms could favor the persistence of high blood pressure over longer periods.