Thomas Miller Investment: The biggest threats to an equity bull market

Equity markets have had one of the best starts to the year for a long time. The FTSE All Share is up around 9 per cent and most major markets have reached or are approaching their 2007 highs. Investor sentiment is much more optimistic and there is increasing talk of the "great rotation" from bonds to equities.

Some mega-deals have been announced in the corporate world, and there has been a remarkable absence of negative news so far in 2013...