Aviva Investors: five plays for UK equity value

Lis said he is changing his stance on UK financials from negative to positive as they begin to get their houses in order following the financial crisis. "As the UK domestic banks work through the legacy issues from the 2008 financial crisis, we are beginning to find the sector more appealing as an investment proposition," he said, adding that the sector is an obvious beneficiary of any upward move in interest rates as typically banks see an expansion of their net interest margin in this situation. Barclays and Lloyds are his major UK bank holdings. In the media sector, Lis said val...