Where smart investors should put $10,000 in ASX shares

Analysts think these shares would be good destinations for your hard-earned money.

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Key points

  • Investing $10,000 in ASX shares now can capitalise on long-term growth, even with markets at high levels—discover three standout opportunities.
  • A property giant is harnessing the e-commerce boom and AI trends, promising significant returns through strategic assets and investments.
  • Another option is a diversified global financial leader and a software company evolving seamlessly into the SaaS era—details inside.

If you've got $10,000 ready to invest and want to put it to work on the ASX, now could be a great time to start building a portfolio focused on long-term growth.

With markets hovering near record highs, it is tempting to wait for a pullback. But history shows that time in the market almost always beats trying to time the market. The key is to focus on quality businesses.

And three quality ASX shares that could be worth considering are named below. Here's what analysts are recommending:

Goodman Group (ASX: GMG)

Goodman Group is a global property giant powering the logistics and ecommerce revolutions. The company develops, owns, and manages high-tech industrial properties such as warehouses and data centres for blue-chip clients.

As online shopping and digital infrastructure continue to expand, demand for Goodman's strategically located assets has surged. The company's development pipeline of $12.9 billion, and its balance sheet remains in excellent shape.

Goodman's long-term growth opportunity extends beyond traditional warehousing. It is now investing heavily in data centres, leveraging its expertise in industrial real estate to benefit from the rapid adoption of artificial intelligence and cloud computing.

Bell Potter is bullish on Goodman. It currently has a buy rating and $40.80 price target on its shares.

Macquarie Group Ltd (ASX: MQG)

Few ASX shares have the global reach and diversification of Macquarie Group. It has transformed from a domestic investment bank into a worldwide leader in asset management, infrastructure investment, and renewable energy financing.

The company has proven its resilience through countless market cycles. Its diversified business model, which spans banking, commodities, asset management, and infrastructure, means that when one division slows, another typically picks up the slack.

For investors seeking exposure to a global financial powerhouse with a strong track record of compounding returns, Macquarie is hard to overlook.

Ord Minnett thinks it would be worth considering. The broker currently has an accumulate rating and $255.00 price target on its shares.

TechnologyOne Ltd (ASX: TNE)

A third ASX share to consider for the $10,000 is TechnologyOne. It provides enterprise software solutions to government departments, councils, and large organisations across Australia, New Zealand, and the United Kingdom.

TechnologyOne has delivered consistent profit growth for over a decade and looks well-placed to continue this trend long into the future thanks to its successful move to a software-as-a-service (SaaS) model.

This has boosted recurring revenue and improved margins, giving it predictable earnings and strong cash generation. In fact, management believes it is positioned to double in size every five years.

It is partly for this reason that UBS has a buy rating and $44.50 price target on its shares.

Motley Fool contributor James Mickleboro has positions in Goodman Group and Technology One. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, Macquarie Group, and Technology One. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Goodman Group and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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