Hostname: page-component-cd9895bd7-lnqnp Total loading time: 0 Render date: 2024-12-23T19:44:05.321Z Has data issue: false hasContentIssue false

Gender differences in cancer spousal caregiving: A systematic review

Published online by Cambridge University Press:  19 June 2023

Janet H.Y. Ng
Affiliation:
Department of Chinese and Bilingual Studies, The Hong Kong Polytechnic University, Kowloon, Hong Kong, China
Bronya H.K. Luk*
Affiliation:
School of Nursing and Health Studies, Hong Kong Metropolitan University, Homantin, Kowloon, Hong Kong, China
Natalie P.M. Lee
Affiliation:
School of Nursing and Health Studies, Hong Kong Metropolitan University, Homantin, Kowloon, Hong Kong, China
*
Corresponding author: Bronya H.K. Luk; Email: [email protected]
Rights & Permissions [Opens in a new window]

Abstract

Objectives

Cancer does affect not only the lives of the patients but also that of their spouses. The aims of this systematic review are to (i) explore the gender differences in the impact of caregiving for cancer on spousal caregivers, (ii) facilitate the conceptual understanding of gender differences in caregiving, and (iii) identify directions for future research and clinical practice targeting spousal caregivers.

Methods

A comprehensive search was conducted of the electronic databases of MEDLINE, PsycINFO, EBSCO, and CINAHL Plus for papers published in English between 2000 and 2022. The Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) guidelines were used to identify, select, appraise, and synthesize the studies.

Results

A total of 20 studies from seven countries were reviewed. Findings of the studies were presented using the biopsychosocial model. Spousal caregivers of cancer patients suffered from physical, psychological, and socioeconomic morbidities, with female spousal caregivers reporting a higher level of distress. The gendered positioning of spousal caregivers in the societal context had further brought about over-responsibility and self-sacrifice among women.

Significance of results

The gendered positions of cancer spousal caregivers further illustrated the gender differences in the caregiving experiences and consequences. Health-care professionals in routine clinical practice should be proactive in identifying physical, mental, and social morbidities among cancer spousal caregivers, particularly female ones, and providing timely interventions. Health-care professionals should recognize the pressing need for empirical research, political engagement, and action plans to address the health status and health-related behaviors of patients’ spouses along the cancer trajectory.

Type
Review Article
Copyright
© The Author(s), 2023. Published by Cambridge University Press.

Introduction

Cancer is undoubtedly a leading cause of death worldwide. In 2018, cancer accounted for 9.6 million deaths or about one in six deaths (Cancer Research UK 2019; WHO 2019). It was also projected that deaths from cancer across the world would continue to increase, escalating to 27.5 million in 2040 (Cancer Research UK 2019). Epidemiological studies estimated that 17 million people were diagnosed with cancer worldwide in 2018 (Cancer Research UK 2019). Both the patients and their spouses have to cope with cancer and its gradual progression starting from the time of the initial cancer diagnosis. Living with cancer requires continuing care and multidisciplinary management by health-care professionals. Since most treatments are provided through regular visits to outpatient facilities rather than hospitalization, family caregivers have to tackle the significant burden associated (Hagedoorn et al. Reference Hagedoorn, Sanderman and Bolks2008; Wilkie and Farber Reference Wilkie, Farber, Talley, McCorkle and Baile2012).

Spousal caregiving in cancer

Caregiving is an evolving concept, both within and beyond the health-care arena. In a published qualitative concept analysis on caregiving, that caregiving is defined as the process of helping another person who is unable to care for themselves in a holistic (physically, mentally, emotionally, and socially) manner (Hermanns and Mastel-Smith Reference Hermanns and Mastel-Smith2012). The study further stated that caregiving is facilitated by a number of factors, namely character traits, emotions, skills, knowledge, time, and emotional connection with the care recipient. The combined impact of change in health-care delivery and technological advancement have made cancer patient care more complex than ever; such impact has placed unprecedented demands on family caregivers. A study of cancer caregivers’ experiences described informal family caregiving experience as a complex one and the relationships are dynamic, evolving and changing in both predictable and unintended ways (Blum and Sherman Reference Blum and Sherman2010). As a result, family caregivers are at risk of adverse consequences on their physical, mental, social, and spiritual well-being (Applebaum and Breitbart Reference Applebaum and Breitbart2013; McCorkle et al. Reference McCorkle, Talley, Baile, Talley, McCorkle and Baile2012).

It had been reported that spouse is the primary family caregiver for cancer patients in the Western world (Nijboer et al. Reference Nijboer, Tempelaar and Sanderman1998; Thomas et al. Reference Thomas, Morris and Harman2002). The same phenomenon had been observed in the Chinese world (Chen et al. Reference Chen, Chu and Chen2004). A study argued that spousal care has been taken for granted as a form of fulfillment of marriage vows (Taylor et al. Reference Taylor, Kuchibhatla and Østbye2008). In Hong Kong, the incidence of cancer is higher in males; one in four men and one in five women are likely to develop some form of cancer before the age of 75 years (Hong Kong Cancer Registry 2021). A literature review pointed out that spousal caregivers of cancer patients, as impacted by their caregiving experience, are at high risk of succumbing to a wide range of hidden mental, physical, and social morbidities (Li and Loke Reference Li and Loke2013). Among factors influencing the experience of caregiving, gender is suggested to be the most significant factor (Hagedoorn et al. Reference Hagedoorn, Sanderman and Bolks2008; Ussher and Sandoval Reference Ussher and Sandoval2008). Gender disparity appeared to emerge in the body of literature. Female spousal caregivers perceived higher levels of negative experience in caregiving (Li et al. Reference Li, Mak and Loke2013). Prior systematic reviews on family cancer caregivers covered prevalence of depression among caregivers (Pan and Lin Reference Pan and Lin2022), quality of life of caregivers (Ochoa et al. Reference Ochoa, Buchanan Lunsford and Lee Smith2020), factors associated with distress among caregivers (Cochrane et al. Reference Cochrane, Reid and Woods2021), psychosocial interventions for family cancer caregivers (Applebaum and Breitbart Reference Applebaum and Breitbart2013), resilience-promoting interventions among cancer caregivers (Opsomer et al. Reference Opsomer, Lauwerier and De Lepeleire2022), and comparison of psychosocial interventions delivered to caregivers (Treanor et al. Reference Treanor, Santin and Prue2019). However, none of the prior reviews addressed the gender differences in cancer spousal caregiving. The present study is the first systematic review to fill the knowledge gap by characterizing gender differences among cancer spousal caregivers.

The aims of this systematic review are to (i) explore the gender differences in the impact of caregiving for cancer on spousal caregivers, (ii) facilitate the conceptual understanding of gender differences in caregiving, and (iii) identify directions for future research and clinical practice targeting spousal caregivers.

Methods

Data search strategy

A comprehensive search was conducted of the electronic databases of MEDLINE, PsycINFO, EBSCO, and CINAHL Plus. A line-by-line search strategy was first developed for the MEDLINE search. The keywords that were searched included (“cancer” OR “oncology” OR “carcinoma”) AND (“caregiver” OR “caregiving” OR “carer”) AND (“gender differences” OR “gender”) AND (“spouse” OR “couple” OR “partner”). The search strategy was constructed with the help of a librarian to include free-text terms (e.g., in the title and abstract) and relevant subject indexing (e.g., MeSH). The search was limited to papers published in English between 2000 and 2022. The year 2000 marked the year when UN Women launched the flagship publication of Progress of the World’s Women to promote gender equality; the research team found it relevant to search for studies published from 2000 to better understand the gender differences in cancer spousal caregiving entering the 21st century. The same search strategy was adopted in subsequent searches conducted in PsycINFO, EBSCO, and CINAHL Plus. A citation search was also performed to retrieve relevant articles.

A total of 340 papers were retrieved from database search and citation search. The Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) guidelines, a framework to identify, select, appraise, and synthesize studies, were employed to facilitate comprehensive reporting of the current study (Page et al. Reference Page, McKenzie and Bossuyt2021). A reference management software, Mendeley, was used to import the searching records and remove duplicates. After removing duplicates, the first (J.H.Y.N.) and second (B.H.K.L.) authors of the current study independently screened the titles and abstracts of the remaining 199 studies to identify studies investigating spousal caregiving for cancer partners. The two reviewers compared their findings and discussed on any discrepancies to achieve agreement during this initial phase of screening. Studies included in this review met the following criteria: studies published in peer-reviewed journals in the English language and the study population is spousal caregivers caring for cancer partners. Quantitative studies should include statistical testing of gender differences; for qualitative studies, data synthesis must include gender differences. To envisage the multifaceted nature of cancer spousal caregiving from primary investigations, review articles were excluded. A total of 59 full-text articles were retrieved for further eligibility screening based on the inclusion and exclusion criteria. The first (J.H.Y.N.) and second (B.H.K.L.) authors independently reviewed the studies. The two reviewers subsequently compared their findings, and the third author (N.P.M.L.) participated in the discussion to resolve differences until a consensus is reached. This systematic eligibility review process brought a final data set of 20 studies on cancer spousal caregiving, with 19 being quantitative studies and 1 being a mixed-methods study. The flow diagram depicting the flow of information through different phases of the systematic review is presented in Fig. 1.

Figure 1. The flow diagram depicting different phases of the systematic review.

Quality assessment of the reviewed papers

The quality of each included study was appraised by the three reviewers independently. To appraise studies involving qualitative and quantitative methodologies, the Quality Assessment Tool for Studies with Diverse Designs (Sirriyeh et al. Reference Sirriyeh, Lawton and Gardner2012) was selected as the quality assessment tool in the present review. It consists of 16 items; each could be rated on a 4-point scale from 0 to 3. The criteria include the use of theory, the appropriateness of the study design, the methods of collecting data, stringency in the sample size and in reporting outcome measures, analytical strategies and rigor, user involvement, and critical analysis. The studies that were included were considered to be of good quality, with scores ranging from 28 to 40 out of a possible total score of 48. It can be concluded that these studies were fairly strong and rated highly in terms of descriptions of the study design, methods of collecting data, sampling, and critical analysis. The respective ratings for each included study are shown in Table 1.

Table 1. Characteristics of 20 included studies

a CC = case-control, CS = cross-sectional, L = longitudinal, R = retrospective, MM = mixed-methods.

b QA = quality assessment. SES=social economic status

Biopsychosocial model adopted for scrutinizing the results

The biopsychosocial model (Engel Reference Engel1977) would be used as the framework to present the findings of this review. The model suggested that should we consider not only the biological factors for understanding a person’s medical condition but also the psychological and social factors. It offers a dynamic view to determine a holistic picture of the health of an individual. Biological (physical), social, and psychological factors can all play a role in affecting an individual’s health, such as attributing to or changing a person’s stress levels. Applying in the context of a cancer caregiver’s experience, mental (psychological) stressors could pose an impact on the physical body, the same way that the stress upon the physical body could pose an impact on mental processes (Trudeau-Hern and Daneshpour Reference Trudeau-Hern and Daneshpour2012). The social stress on lives and choices brought about by extended periods of caregiving will also lead to income loss and reduced employment opportunities. Since financial status is a significant factor associated with caregiver burden, socioeconomic stress can adversely affect caregivers’ quality of life (Girgis et al. Reference Girgis, Lambert and Johnson2013).

Results

Twenty studies were included in this systematic review. The characteristics of these studies are summarized in terms of author, aims, study sample, study design, main findings, and quality assessment in Table 1. All of the 20 studies included in this review were published in peer-review English journals. There were 13 cross-sectional studies, one case-control study, two retrospective studies, three longitudinal studies, and one mixed-methods study. The included studies represented a diverse population from seven countries, with nine studies from the United States, five studies conducted in Europe (Sweden, the Netherlands, and Switzerland), three studies from Israel, two studies from Australia, and one from Korea. The total number of participants represented in this review was 288,300 from 20 studies, with the sample size ranging from 50 to 283,970.

Based on the biopsychosocial model (Engel Reference Engel1977), the impact of cancer spousal caregiving synthesized from the 19 quantitative studies could be discussed as stressors of three categories, namely physical health stressors, psychological stressors, and socioeconomic stressors. One study included a qualitative approach to investigate spousal caregiving and gender.

Physical health stressors

Three studies showed that spousal caregivers of cancer patients experienced physical distressing symptoms as the result of their caregiving role, and it led to an array of negative consequences such as fatigue, accumulative sleep disruption, appetite change, weight loss, and illnesses (Colgrove et al. Reference Colgrove, Kim and Thompson2007; Ji et al. Reference Ji, Zöller and Sundquist2012; Nijboer et al. Reference Nijboer, Triemstra and Tempelaar2000). Female spousal caregivers, when compared to their male counterparts, experienced greater loss of physical strength, both at the time of the cancer diagnosis and 6 months post-diagnosis (Nijboer et al. Reference Nijboer, Triemstra and Tempelaar2000). Behaviors such as inadequate rest, insufficient exercise, and neglecting their own health and quality of life were more often noted in female spousal caregivers (Colgrove et al. Reference Colgrove, Kim and Thompson2007; Nijboer et al. Reference Nijboer, Triemstra and Tempelaar2000). Female spousal caregivers’ physical health might also be compromised since caregiving could have made them adjust some of their preventive care practices. A study in the United States revealed that the female spousal caregivers experienced more mental morbidity (higher levels of distress, depression, and anxiety; lower levels of mental health), physical morbidity (lower physical health scores, poorer physical functioning, and loss of physical strength), and social morbidity (lower marital satisfaction and less social support) than male spousal caregivers (Colgrove et al. Reference Colgrove, Kim and Thompson2007).

In a Swedish study investigating the risks of coronary heart disease and stroke among spousal caregivers of cancer patients, it was found that such risks had significantly increased over time, irrespective of the gender of the caregivers (Ji et al. Reference Ji, Zöller and Sundquist2012). Spouses of cancer patients, compared to unaffected spouses, were more vulnerable to poor cardiovascular health, including risks of coronary heart disease (13% increase) and stroke (26% increase), up to 20 years after their spouse’s cancer diagnosis (Ji et al. Reference Ji, Zöller and Sundquist2012).

Psychological stressors

Spousal caregivers could suffer from mental morbidity of various presentations, such as high levels of psychological distress, anxiety, depression, and poor mental well-being (Girgis et al. Reference Girgis, Lambert and Johnson2013; Li and Loke Reference Li and Loke2013; Pinquart and Sorensen Reference Pinquart and Sorensen2006). In a study using the Epidemiological Studies Depression Scale to compare depression between male and female spousal caregivers, it was found that female spousal caregivers experienced a higher level of psychological distress than male ones (Hagedoorn et al. Reference Hagedoorn, Buunk and Kuijer2000). Other studies also recognized that female caregivers reported a higher level of depressive and anxiety symptoms and a lower level of subjective well-being and life satisfaction than male caregivers (Ketcher et al. Reference Ketcher, Trettevik and Vadaparampil2019; Kim et al. Reference Kim, Kashy and Wellisch2008; Rhee et al. Reference Rhee, Yun and Park2008).

A study on psychiatric morbidity of family caregivers further identified that female spousal caregivers were more likely to experience social pressure to assume the caregiving role, yet they were also more likely to stay in the caregiver role even when it became very stressful (Rhee et al. Reference Rhee, Yun and Park2008). It is noteworthy that psychological distress could be a prolonged experience. It was shown that female spousal caregivers experienced higher anxiety than their male counterparts at diagnosis and at 8 and 14 months post-diagnosis (Kim et al. Reference Kim, Loscalzo and Wellisch2006). A study investigating distress in couples coping with cancer found a higher level of distress among the female spouses, regardless of whether they were the cancer sufferers or the partners of the sufferers (Hagedoorn et al. Reference Hagedoorn, Sanderman and Buunk2002). In addition, a Swiss study explored the quality of life differences with regard to gender, role, and patient relationship status among cancer patients and their spouses immediately after diagnosis. The study found that female spouses appeared at risk for deteriorated mental and dyadic quality of life. Furthermore, they were more prone to greater distress, namely depression, anxiety, intrusions, and hyper-arousal, compared with male spousal caregivers (Kuenzler et al. Reference Kuenzler, Hodgkinson and Zindel2011).

An Israeli study (Baider et al. Reference Baider, Ever-Hadani and Goldzweig2003) and an American study (Kim et al. Reference Kim, Loscalzo and Wellisch2006), however, reported results on the contrary. While both studies found that male spousal caregivers received more family support, they experienced a higher level of psychological distress than female caregivers. Notwithstanding, currently available evidence generally showed that female spousal caregivers had a higher level of distress and perceived caregiving more negatively than male spousal caregivers.

Socioeconomic stressors

Social distress of a spousal caregiver includes both social support and marital relationship (Goldzweig et al. Reference Goldzweig, Hubert and Walach2009; Hasson-Ohayon et al. Reference Hasson-Ohayon, Goldzweig and Sela-Oren2015; Langer et al. Reference Langer, Abrams and Syrjala2003; Northouse et al. Reference Northouse, Mood and Templin2000). A study of 283 spousal caregivers’ primary and secondary caregiving stressors, depressive symptoms, and their interrelationships in the United States found that female spousal caregivers experienced more restrictions in their personal and social activities; they also experienced a great loss of self and had a poorer ongoing relationship with the care recipients (Bookwala and Schulz Reference Bookwala and Schulz2000). Studies also reported that female spousal caregivers perceived less social support than their male counterparts and such social morbidity became worse over time (Langer et al. Reference Langer, Abrams and Syrjala2003; Northouse et al. Reference Northouse, Mood and Templin2000). In a mixed-methods study (Ussher and Sandoval Reference Ussher and Sandoval2008), it was found that female spousal caregivers were reluctant to ask for support from family members, friends, and neighbors. Also known was that female caregivers were unwilling to obtain professional support due to the uncomfortable feeling of being cared for by strangers. These barriers had resulted in increasing social isolation due to the loss of contact with family members, friends, or neighbors.

Since marriage is a long-term relationship that affords a central role identity and provides a fundamental resource of social support and coping assistance, it is often considered as a relationship that is distinct from other family relationships (Revenson Reference Revenson1994). A few studies had examined caregivers’ marital satisfaction using the Dyadic Adjustment Scale (Langer et al. Reference Langer, Abrams and Syrjala2003; Northouse et al. Reference Northouse, Mood and Templin2000). It appeared that less marital satisfaction was reported in female spousal caregivers (Northouse et al. Reference Northouse, Mood and Templin2000). This finding was in line with a later study reporting marital satisfaction decreased over time among female spousal caregivers (Langer et al. Reference Langer, Abrams and Syrjala2003). In contrast, one Israeli study found that male spousal caregivers experienced lower levels of marital satisfaction than their female counterparts (Goldzweig et al. Reference Goldzweig, Hubert and Walach2009).

The financial impact and hidden costs of cancer appeared to affect caregivers. Caregivers could suffer from financial burden brought about by insurance deductibles and co-payments, as well as by other services that were not covered by medical insurance such as transportation, home care, and lost salaries due to missing work (Carey et al. Reference Carey, Paul and Cameron2012; Kavanaugh et al. Reference Kavanaugh, Kramer and Walsh2015; Van Houtven et al. Reference Van Houtven, Ramsey and Hornbrook2010). It was observed that older spousal caregivers in many cultures experienced a set of gender norms and role expectations that emphasized women’s homemaker role and men’s breadwinner role. As a result, female caregivers’ economic activities had been more affected when caregiving demands emerged (Kavanaugh et al. Reference Kavanaugh, Kramer and Walsh2015). Quitting a job, retiring early, and changing a schedule or job role were some of the many adjustments that women made in their work situation. A study on caregivers of hematological cancer patients found that female caregivers felt a large financial impact although male caregivers reported a greater number of expenses (Carey et al. Reference Carey, Paul and Cameron2012). Male spousal caregivers reported experiencing more personal expenses and a greater number of social impacts.

Gendered positions of spousal caregivers

One out of the 20 included studies used mixed-methods to analyze the gender differences in cancer spousal caregiving. The 50 family cancer caregivers, 35 women and 15 men, were examined using a critical realist approach and a combination of questionnaires and interviews (Ussher and Sandoval Reference Ussher and Sandoval2008). Women reported higher levels of depression and anxiety, unmet needs, and disruptions from the burden of care than men, regardless of the time spent on caregiving. Semi-structured interviews with 13 spousal caregivers were used to identify gender differences in the experience and construction of caregiving. Female caregivers described being positioned as all-encompassing expert caregivers, with the expected competence to make decisions and to perform a range of quasi-medical tasks, and provide emotional support to their partners with cancer (Ussher and Sandoval Reference Ussher and Sandoval2008). The consequences of this positioning were physical costs of caring and overwhelming emotions, which were often followed by self-silencing with suppression of anger. In contrast, male caregivers positioned caring as a competency task which they could master and obtain satisfaction from, though difficulties dealing with the emotions of their partners with cancer and or their own emotions toward cancer were reported as negative aspects of caregiving (Ussher and Sandoval Reference Ussher and Sandoval2008). Central to the socially constructed positions as all-encompassing expert caregivers, the study concluded that cancer caregiving among female spousal caregivers had resulted in over-responsibility and self-sacrifice, which could be intensified by societal expectations and self-policing practices.

Discussion

As referred to the broad base of published studies, it was found that both male and female spousal caregivers had experienced considerable physical, psychological, and socioeconomic morbidities in association with caregiving. Notwithstanding, it was evidenced that female spousal caregivers in general perceived a larger burden of care and reported to suffer from higher levels of distress across all aspects. The current systematic review highlighted gender disparity between male and female cancer spousal caregivers. The gendered positions of female and male cancer spousal caregivers further illustrated the gender differences in the caregiving experiences and consequences.

The self-identity of a caregiver is constituted and negotiated in relation to the positions taken up by an individual or the positions within which they are put into by others. As different from the relatively static nature of roles, positioning is described as a dynamic, continuous, lifelong process (Harré and Van Langenhove Reference Harré and Van Langenhove1999). Positioning theory studies what an individual “may do and may not do” with reference to the moral presuppositions of rights and duties (Harré et al. Reference Harré, Moghaddam and Cairnie2009). Once taken up a particular position, an individual inevitably interprets the world from the perspective of that position. The processes of adopting a position include recognizing oneself as a member of certain dichotomous categories (e.g., male and female, or good spouse and not good spouse) and participating in storylines that are made relevant within a particular category (Davies and Harré Reference Davies and Harré1990). Viewing caregiving as a social episode, the actions of spousal caregivers can be seen as meaningful components of storylines and are determined by the positions they have taken up.

Women are expected to better suit the caregiving role than men and be competent at decision-making. Taking up the female spousal caregiver positions, women appraised various stressors by means of their own perception of moral rights and duties, as well as that imposed directly or indirectly by others. As positioning is a continuous process along the cancer trajectory, what women do, both publicly and privately, are subjected to moral assessments of proper and improper actions in connection with the female position. The results of this study revealed that the gendered positions of female spousal caregivers did give rise to physical, psychological, and socioeconomic stressors. The societal context appeared to reinforce and perpetuate the gender differences, if not gender inequalities in cancer caregiving, between men and women, with more female spousal caregivers suffering from over-responsibility and self-sacrifice.

Gender is constructed by cultures and by individuals (Beall Reference Beall, Eagly, Beall and Sternberg1993). Social constructionists argue that human beings are actively engaging in perceiving social information and constructing their understanding of the world. As an individual, we perform according to others’ cultural messages to conform to gender stereotypes in the prevailing culture. It has been argued that health-related beliefs and behaviors, as social acts, are also means of constructing and demonstrating gender (Courtenay Reference Courtenay2000). In many cultures, gender stereotypes serve as a form of sexual division of labor and a rationalization for the current social order (Beall Reference Beall, Eagly, Beall and Sternberg1993). In many parts of the world, it is accepted that women’s caregiving is the natural order of cultures (Chitayat Reference Chitayat2009). It had been well documented that women are major contributors to health, through both their roles as primary family caregivers and their participation in the health sectors as formal or informal health-care providers (WHO 2009). Also known is that women’s roles as family caregivers do not come with support, recognition, and remuneration. The socially constructed gender norms of female spousal caregivers further reinforced many social practices in spousal caregiving. The gendered positions of spousal caregivers would certainly pose a profound impact on an individual’s functioning and health. The morbidities observed in female spousal caregivers for cancer patients discussed earlier are undoubtedly attributed to the perceptual biases linked with gender stereotypes.

The impact of informal caregiving has long been the focus of academic research. Much of the research on caregiving has come from literature on studies attempting to understand caregiver stress and coping strategies, including the Transactional Model of Stress and Coping (Lazarus and Folkman Reference Lazarus and Folkman1984) and the Stress Process Model (Pearlin et al. Reference Pearlin, Mullan and Semple1990). These early models listed contextual variables such as age, gender, socioeconomic status, and caregiver relationship to the patient and attempted to identify and rank stressors. Some models categorized stressors into primary and secondary stressors, with primary stressors referring to the direct caring needs of the patients. These models discussed the consequences of caregiving with reference to the caregiver’s appraisal of the stressors, including positive and negative feelings, and the potential mediating variables, such as coping behaviors and social support. Theories of caregiving stress and coping had been further extended later by including sociocultural factors (Aranda and Knight Reference Aranda and Knight1997; Knight and Sayegh Reference Knight and Sayegh2010). The Sociocultural Stress and Coping Model has incorporated the influence of cultural values characterizing ethnic differences in caregiving. Although gender has always been included as a background variable in caregiver research and the findings of the present study showed gender disparity between male and female cancer spousal caregivers, more empirical studies are needed to increase the explanatory power of gender in these models of caregiving. Viewing gender as a socially constructed concept instead of a constant demographic variable would allow a comprehensive understanding of the gendered positions in spousal caregiving. It is also becoming more pressing for sophisticated research to be conducted on gender to improve our knowledge on the heterogeneity within the female caregiver group and the potential interaction effect with other social and cultural variables.

Since the cancer trajectory could lead to changes in the nature of the marital dyad (Glantz et al. Reference Glantz, Chamberlain and Liu2009), future research should also focus on the differential impact of caregiving and care-receiving on both men and women. In addition, in order to address the evolving nature of gender in the contemporary world, it would also be desirable to conduct studies on caregiving practices and experiences on lesbian, gay, bisxual, and transgender (LGBT) caregivers to outline the full picture of spousal caregiving. The ultimate purpose of cancer caregiving research is to identify the groups of individuals who are at risk of the negative impact of caregiver distress and develop interventions that are sensitive to the needs of specific groups of caregivers identified. More empirical data on gender differences in caregiving experiences based on cancer types and caregivers’ experiences of long-term survivorship and bereavement would certainly broaden the knowledge base to facilitate potential intervention planning for caregivers. While quantitative methodology is the dominant research method in health-care research and is useful in testing assumptions, it could not provide us with sufficient details of a phenomenon and its context. To better understand gender as a complex construct rather than simply another demographic variable, well-designed qualitative studies are needed. The exploratory nature of the qualitative methodology could significantly contribute to the understanding of gender as a concept and facilitate the future development of interventions addressing gendered positions.

Clinical implications

Clearly, when analyzing the situation of cancer spousal caregivers from a gender perspective, evidence demonstrated that female spousal caregivers for cancer patients suffered from higher levels of distress in spousal caregiving. Based on the results of this review, highlighted here are the implications on working with cancer spousal caregivers in routine clinical practice:

  1. i. Spousal caregivers of cancer patients experienced physically distressing symptoms as the result of their caregiving role; these physical health stressors appeared to be associated with negative consequences of various severity over time, such as fatigue, sleep disorder, deteriorated physical health, coronary heart disease, and stroke. Health-care professionals should be proactive in identifying physical health problems among spousal caregivers, female ones in particular.

  2. ii. Mental morbidity among spousal caregivers could be manifested in various forms, including stress symptoms, anxiety, and depression. As quality of life is an important component in health and health-related domains, health-care professionals should direct spousal caregivers to timely interventions should mental morbidity be recognized in caregiver needs assessment.

  3. iii. The financial impact and hidden costs of cancer appeared to affect predominantly female spousal caregivers. Health-care professionals should be sensitive to the long-term implications of the economic burden on cancer patients and their families as a whole.

  4. iv. Gender stereotypes in the societal context appeared to underpin the gender differences in informal cancer caregiving. The gendered position of female spousal caregivers left many women suffering from over-responsibility and self-sacrifice with minimal support. With this understanding, health-care professionals should develop a clinical practice with a gender focus, including but not limited to recognizing gender bias in spousal caregiving.

  5. v. Health-care professionals inevitably take part in constructing gender in the societal context and should therefore act as a catalyst for the transformation of cancer spousal caregiving. While providing health-care services to cancer patients, it is necessary to routinely consider the health status and health-related behaviors of patients’ spouses along the cancer trajectory.

Strengths and limitations

The current study explored the gendered positions in cancer spousal caregiving through the lens of social constructionaism, allowing extensive understanding on gender disparity between male and female cancer spousal caregivers beyond the demographic labels of gender. The PRISMA guidelines were used to increase research transparency and ensure proper reporting of this systematic review (see Supplementary material for the PRISMA checklist). This review, however, has some limitations. Most of the studies (19 out of 20) included in this review were conducted in Western countries, and the only study from Asia was conducted in South Korea. In addition, language bias could not be avoided as only studies published in English were included. Considering gender is a socially constructed concept, cultural values are likely to vary the attributes of such concept. Although this systematic review represented a diverse population from seven countries, it is uncertain if we could extend the understanding of gender differences in caregiving from this study globally. Furthermore, the 20 studies included in this review were of a wide range of study designs, including cross-sectional and longitudinal studies. While all included studies had been critically appraised for quality assessment, such heterogeneous inclusion has created challenges for us to draw a conclusion about gender differences in caregiving at specific time points along the cancer trajectory.

Conclusion

In reviewing the currently available evidence, this paper confirmed that spousal caregivers of cancer patients are at increased risk of developing physical, psychological, and socioeconomic morbidities. Although inconsistent findings on gender differences in spousal caregiving were noted, the vast majority of research evidence pointed out that female spousal caregivers suffered more than their male counterparts across dimensions. The knowledge obtained from the current inquiry could serve as a foundation for more sophisticated research on gender differences in spousal caregiving and studies focusing on the evolving nature of gender in the contemporary world. In addition to narrowing the knowledge gap described, health-care professionals should also recognize the strong need for empirical research, political engagement, and action plans to address the health status and health-related behaviors of patients’ spouses along the cancer trajectory. It is beyond doubt that addressing female spousal caregivers’ well-being would benefit not only women but also their families and the community at large.

Supplementary material

The supplementary material for this article can be found at https://doi.org/10.1017/S1478951523000731.

Funding

This review received no specific grant from any funding agency in the public, commercial, or not-for-profit sectors.

Competing interests

The authors have no conflicts of interest to declare.

References

Applebaum, AJ and Breitbart, W (2013) Care for the cancer caregiver: A systematic review. Palliative and Supportive Care 11(3), 231252. doi:10.1017/S1478951512000594CrossRefGoogle ScholarPubMed
Aranda, MP and Knight, BG (1997) The influence of ethnicity and culture on the caregiver stress and coping process: A sociocultural review and analysis. The Gerontologist 37(3), 342354. doi:10.1093/geront/37.3.342CrossRefGoogle ScholarPubMed
Baider, L, Ever-Hadani, P, Goldzweig, G, et al. (2003) Is perceived family support a relevant variable in psychological distress? Journal of Psychosomatic Research 55(5), 453460. doi:10.1016/s0022-3999(03)00502-6CrossRefGoogle ScholarPubMed
Beall, AE (1993) A social constructionist view of gender. In Eagly, AH, Beall, AE and Sternberg, RJ (eds), The Psychology of Gender. New York: Guildford Press, 127147.Google Scholar
Blum, K and Sherman, DW (2010) Understanding the experience of caregivers: A focus on transitions. Seminars in Oncology Nursing 26(4), 243258. doi:10.1016/j.soncn.2010.08.005CrossRefGoogle ScholarPubMed
Bookwala, J and Schulz, R (2000) A comparison of primary stressors, secondary stressors, and depressive symptoms between elderly caregiving husbands and wives: The caregiver health effects study. Psychology and Aging 15(4), 607616. doi:10.1037/0882-7974.15.4.607CrossRefGoogle ScholarPubMed
Cancer Research UK (2019) Cancer statistics. Cancer Research UK. https://www.cancerresearchuk.org/health-professional/cancer-statistics-for-the-uk (accessed 2 Jan 2022).Google Scholar
Carey, M, Paul, C, Cameron, E, et al. (2012) Financial and social impact of supporting a haematological cancer survivor. European Journal of Cancer Care 21(2), 169176. doi:10.1111/j.1365-2354.2011.01302.xCrossRefGoogle ScholarPubMed
Chen, M-L, Chu, L and Chen, H-C (2004) Impact of cancer patients? Quality of life on that of spouse caregivers. Supportive Care in Cancer 12(7), 469475. doi:10.1007/s00520-004-0636-zCrossRefGoogle ScholarPubMed
Chitayat, D (2009) Gender Equality in Care Giving: The United Nations Response. UN Report, Washington, DC.Google Scholar
Cochrane, A, Reid, O, Woods, S, et al. (2021) Variables associated with distress amongst informal caregivers of people with lung cancer: A systematic review of the literature. Psycho-Oncology 30(8), 12461261. doi:10.1002/pon.5694CrossRefGoogle ScholarPubMed
Colgrove, L, Kim, Y and Thompson, N (2007) The effect of spirituality and gender on the quality of life of spousal caregivers of cancer survivors. Annals of Behavioral Medicine 33(1), 9098. doi:10.1207/s15324796abm3301_10CrossRefGoogle ScholarPubMed
Courtenay, WH (2000) Constructions of masculinity and their influence on men’s well-being: A theory of gender and health. Social Science & Medicine 50, 13851401. doi:10.1016/S0277-9536(99)00390-1CrossRefGoogle ScholarPubMed
Davies, B and Harré, R (1990) Positioning: The discursive construction of selves. Journal for the Theory of Social Behaviour 20(1), 4363. doi:10.1111/j.1468-5914.1990.tb00174.xCrossRefGoogle Scholar
Engel, GL (1977) The need for a new medical model: A challenge for biomedicine. Science 196(4286), 129136. doi:10.1126/science.847460CrossRefGoogle Scholar
Girgis, A, Lambert, S, Johnson, C, et al. (2013) Physical, psychosocial, relationship, and economic burden of caring for people with cancer: A review. Journal of Oncology Practice 9(4), 197202. doi:10.1200/jop.2012.000690CrossRefGoogle ScholarPubMed
Glantz, MJ, Chamberlain, MC, Liu, Q, et al. (2009) Gender disparity in the rate of partner abandonment in patients with serious medical illness. Cancer 115(22), 52375242. doi:10.1002/cncr.24577CrossRefGoogle ScholarPubMed
Goldzweig, G, Hubert, A, Walach, N, et al. (2009) Gender and psychological distress among middle- and older-aged colorectal cancer patients and their spouses: An unexpected outcome. Critical Reviews in Oncology/Hematology 70(1), 7182. doi:10.1016/j.critrevonc.2008.07.014CrossRefGoogle ScholarPubMed
Hagedoorn, M, Buunk, BP, Kuijer, RG, et al. (2000) Couples dealing with cancer: Role and gender differences regarding psychological distress and quality of life. Psycho-Oncology 9(3), 232242. doi:10.1002/1099-1611(200005/06)9:3<232::AID-PON458>3.0.CO;2-J3.0.CO;2-J>CrossRefGoogle ScholarPubMed
Hagedoorn, M, Sanderman, R, Bolks, HN, et al. (2008) Distress in couples coping with cancer: A meta-analysis and critical review of role and gender effects. Psychological Bulletin 134(1), 130. doi:10.1037/0033-2909.134.1.1CrossRefGoogle Scholar
Hagedoorn, M, Sanderman, R, Buunk, BP, et al. (2002) Failing in spousal caregiving: The ‘identity-relevant stress’ hypothesis to explain sex differences in caregiver distress. British Journal of Health Psychology 7(4), 481494. doi:10.1348/135910702320645435CrossRefGoogle ScholarPubMed
Harré, R, Moghaddam, FM, Cairnie, TP, et al. (2009) Recent advances in positioning theory. Theory & Psychology 19(1), 531. doi:10.1177/0959354308101417CrossRefGoogle Scholar
Harré, R and Van Langenhove, L (1999) Positioning Theory: Moral Contexts of Intentional Action. Oxford: Blackwell.Google Scholar
Hasson-Ohayon, I, Goldzweig, G, Sela-Oren, T, et al. (2015) Attachment style, social support and finding meaning among spouses of colorectal cancer patients: Gender differences. Palliative & Supportive Care 13(3), 527535.CrossRefGoogle ScholarPubMed
Hermanns, M and Mastel-Smith, B (2012) Caregiving: A qualitative concept analysis. The Qualitative Report 17(38), 118.Google Scholar
Hong Kong Cancer Registry (2021) Overview of Hong Kong cancer statistics of 2019 Background. https://www3.ha.org.hk/cancereg.Google Scholar
Ji, J, Zöller, B, Sundquist, K, et al. (2012) Increased risks of coronary heart disease and stroke among spousal caregivers of cancer patients. Circulation 125(14), 17421747. doi:10.1161/CIRCULATIONAHA.111.057018CrossRefGoogle ScholarPubMed
Kavanaugh, M, Kramer, BJ, Walsh, MC, et al. (2015) Factors contributing to economic burden in lung cancer spousal caregivers. Palliative and Supportive Care 13(3), 691700. doi:10.1017/S1478951514000443CrossRefGoogle ScholarPubMed
Ketcher, D, Trettevik, R, Vadaparampil, ST, et al. (2019) Caring for a spouse with advanced cancer: Similarities and differences for male and female caregivers. Journal of Behavioral Medicine. doi:10.1007/s10865-019-00128-yGoogle ScholarPubMed
Kim, Y, Kashy, DA, Wellisch, DK, et al. (2008) Quality of life of couples dealing with cancer: Dyadic and individual adjustment among breast and prostate cancer survivors and their spousal caregivers. Annals of Behavioral Medicine 35(2), 230238. doi:10.1007/s12160-008-9026-yCrossRefGoogle ScholarPubMed
Kim, Y, Loscalzo, MJ, Wellisch, DK, et al. (2006) Gender differences in caregiving stress among caregivers of cancer survivors. Psycho-Oncology 15(12), 10861092. doi:10.1002/pon.1049CrossRefGoogle ScholarPubMed
Knight, BG and Sayegh, P (2010) Cultural values and caregiving: The updated sociocultural stress and coping model. The Journals of Gerontology Series B: Psychological Sciences and Social Sciences 65B(1), 513. doi:10.1093/geronb/gbp096CrossRefGoogle ScholarPubMed
Kuenzler, A, Hodgkinson, K, Zindel, A, et al. (2011) Who cares, who bears, who benefits? Female spouses vicariously carry the burden after cancer diagnosis. Psychology & Health 26(3), 337352. doi:10.1080/08870440903418877CrossRefGoogle ScholarPubMed
Langer, S, Abrams, J and Syrjala, K (2003) Caregiver and patient marital satisfaction and affect following hematopoietic stem cell transplantation: A prospective, longitudinal investigation. Psycho-Oncology 12(3), 239253. doi:10.1002/pon.633CrossRefGoogle ScholarPubMed
Lazarus, R and Folkman, S (1984) Stress, Appraisal, and Coping. New York: Springer Publishing Company.Google Scholar
Li, QP and Loke, AY (2013) A spectrum of hidden morbidities among spousal caregivers for patients with cancer, and differences between the genders: A review of the literature. European Journal of Oncology Nursing 17(5), 578587. doi:10.1016/j.ejon.2013.01.007CrossRefGoogle Scholar
Li, QP, Mak, YW and Loke, AY (2013) Spouses’ experience of caregiving for cancer patients: A literature review. International Nursing Review 60(2), 178187. doi:10.1111/inr.12000CrossRefGoogle ScholarPubMed
McCorkle, R, Talley, RC, Baile, W, et al. (2012) Caring for a loved one with cancer: Professional and family issues. In Talley, R, McCorkle, R and Baile, W (eds), Cancer Caregiving in the United States. New York: Springer, 117.Google Scholar
Nijboer, C, Tempelaar, R, Sanderman, R, et al. (1998) Cancer and caregiving: The impact on the caregiver’s health. Psycho-Oncology 7(1), 313. doi:10.1002/(SICI)1099-1611(199801/02)7:1<3::AID-PON320>3.3.CO;2-X3.0.CO;2-5>CrossRefGoogle ScholarPubMed
Nijboer, C, Triemstra, M, Tempelaar, R, et al. (2000) Patterns of caregiver experiences among partners of cancer patients. The Gerontologist 40(6), 738746. doi:10.1093/geront/40.6.738CrossRefGoogle ScholarPubMed
Northouse, LL, Mood, D, Templin, T, et al. (2000) Couples’ patterns of adjustment to colon cancer. Social Science & Medicine 50(2), 271284. doi:10.1016/S0277-9536(99)00281-6CrossRefGoogle ScholarPubMed
Ochoa, CY, Buchanan Lunsford, N and Lee Smith, J (2020) Impact of informal cancer caregiving across the cancer experience: A systematic literature review of quality of life. Palliative and Supportive Care 18(2), 220240. doi:10.1017/S1478951519000622CrossRefGoogle ScholarPubMed
Opsomer, S, Lauwerier, E, De Lepeleire, J, et al. (2022) Resilience in advanced cancer caregiving. A systematic review and meta-synthesis. Palliative Medicine 36(1), 4458. doi:10.1177/02692163211057749CrossRefGoogle ScholarPubMed
Page, MJ, McKenzie, JE, Bossuyt, PM, et al (2021). The PRISMA 2020 statement: An updated guideline for reporting systematic reviews. International Journal of Surgery, 88, . doi: 10.1016/j.ijsu.2021.105906CrossRefGoogle ScholarPubMed
Pan, Y-C and Lin, Y-S (2022) Systematic review and meta-analysis of prevalence of depression among caregivers of cancer patients. Frontiers in Psychiatry 13(May), 112. doi:10.3389/fpsyt.2022.817936CrossRefGoogle ScholarPubMed
Pearlin, LI, Mullan, JT, Semple, SJ, et al. (1990) Caregiving and the stress process: An overview of concepts and their measures. The Gerontologist 30(5), 583594. doi:10.1093/geront/30.5.583CrossRefGoogle ScholarPubMed
Pinquart, M and Sorensen, S (2006) Gender differences in caregiver stressors, social resources, and health: An updated meta-analysis. Journals of Gerontology: Series B Psychological Sciences and Social Sciences 61(1), 33P45.CrossRefGoogle ScholarPubMed
Revenson, TA (1994) Social support and marital coping with chronic illness. Annals of Behavioral Medicine 16(2), 122130.Google Scholar
Rhee, YS, Yun, YH, Park, S, et al. (2008) Depression in family caregivers of cancer patients: The feeling of burden as a predictor of depression. Journal Of Clinical Oncology: Official Journal of The American Society of Clinical Oncology 26(36), 58905895. doi:10.1200/JCO.2007.15.3957CrossRefGoogle Scholar
Sirriyeh, R, Lawton, R, Gardner, P, et al. (2012) Reviewing studies with diverse designs: The development and evaluation of a new tool. Journal of Evaluation in Clinical Practice 18(4), 746752.CrossRefGoogle ScholarPubMed
Taylor, DH, Kuchibhatla, M, Østbye, T, et al. (2008) The effect of spousal caregiving and bereavement on depressive symptoms. Aging and Mental Health 12(1), 100107. doi:10.1080/13607860801936631CrossRefGoogle ScholarPubMed
Thomas, C, Morris, SM and Harman, JC (2002) Companions through cancer: The care given by informal carers in cancer contexts. Social Science and Medicine 54(4), 529544. doi:10.1016/S0277-9536(01)00048-XCrossRefGoogle ScholarPubMed
Treanor, CJ, Santin, O, Prue, G, et al. (2019) Psychosocial interventions for informal caregivers of people living with cancer. Cochrane Database of Systematic Reviews (6), . doi:10.1002/14651858.CD009912.pub2CrossRefGoogle ScholarPubMed
Trudeau-Hern, S and Daneshpour, M (2012) Cancer’s impact on spousal caregiver health: A qualitative analysis in grounded theory. Contemporary Family Therapy 34(4), 534554. doi:10.1007/s10591-012-9211-9CrossRefGoogle Scholar
Ussher, J and Sandoval, M (2008) Gender differences in the construction and experience of cancer care: The consequences of the gendered positioning of carers. Psychology & Health 23(8), 945963. doi:10.1080/08870440701596585CrossRefGoogle ScholarPubMed
Van Houtven, CH, Ramsey, SD, Hornbrook, MC, et al. (2010) Economic burden for informal caregivers of lung and colorectal cancer patients. The Oncologist 15(8), 883893. doi:10.1634/theoncologist.2010-0005CrossRefGoogle ScholarPubMed
WHO (2009) Executive Summary: Women and Health: Today’s Evidence Tomorrow’s Agenda. Geneva: WHO Press.Google Scholar
WHO (2019) Cancer. WHO. https://www.who.int/cancer/en/ (accessed 2 Jan 2022).Google Scholar
Wilkie, DJ and Farber, SJ (2012) Diagnotic Issues: Family Dynamics and Caregiving for an Individual with Cancer. In Talley, R, McCorkle, R and Baile, W (eds), Cancer Caregiving in the United States: Research Practice Policy New York: Springer. 2137.CrossRefGoogle Scholar
Figure 0

Figure 1. The flow diagram depicting different phases of the systematic review.

Figure 1

Table 1. Characteristics of 20 included studies

Supplementary material: File

Ng et al. supplementary material
Download undefined(File)
File 38.5 KB