Three investment strategies as traders watch U.S.-Iran developments. One pro breaks down why he's not betting against oil

Here are three investment strategies we heard in CNBC's Singapore and London studios on Tuesday, as traders eye a preliminary agreement between the U.S. and Iran. HALO stocks Madison Faller, global investment strategist at JPMorgan Private Bank, said she saw the AI rally broadening out, telling CNBC the markets aren't fully appreciating "HALO" — heavy asset, low obsolescence. Faller added that these stocks, which are tied to strategically vital infrastructure, are "backed by really robust earnings strength". Faller added she saw opportunities in emerging markets, as part of a globally diversified approach, saying they offer a burgeoning tech story. Shell opportunity SHEL-GB 5Y mountain Shell over 5 years George Godber, fund manager at Polar Capital U.K. Value Opportunities Fund, said U.K. stocks should be part of a diversified portfolio, adding that FTSE offers "extremely attractive valuations." "The moniker of being a Victorian index, which has sort of haunted the U.K., is now suddenly a great place to be. You're not suffering AI disruption. There's no software in that index," he said. Godber also holds Shell in his portfolio, adding that it was "cheap, it's very well run, and it's very highly cash generative." He cautioned on the risks of trading against oil, despite the apparent deal between Iran and the U.S. "Don't forget, we're starting a 60-day negotiation. …