Where to invest $10,000 in ASX shares in December

These shares could be great picks for Aussie investors this month.

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Key points

  • Goodman Group presents an attractive opportunity in December for long-term investors due to its expanding role in global logistics and data centres, driven by rising demand from AI and cloud computing.
  • Macquarie Group offers a balanced growth potential, leveraging its diverse business model and expected recovery in infrastructure and green energy sectors, making it a compelling buy at current levels.
  • TechnologyOne's recent share pullback, despite strong recurring revenue growth and robust customer retention, offers a unique opportunity for investors seeking stability and long-term growth amidst tech sector pressures.

With December now underway and markets still rattled by pockets of volatility, many investors are wondering where to put fresh capital to work before the end of the year.

The good news is that there are several high-quality ASX shares that look like compelling opportunities right now.

If you are investing $10,000 this month, the three shares below could be worth considering.

Goodman Group (ASX: GMG)

Goodman Group has been one of the quiet stars of the ASX 200, and December offers an attractive entry point for long-term investors. The company is a global leader in logistics, warehousing, and industrial property, with blue-chip customers including Amazon (NASDAQ: AMZN), FedEx (NYSE: FDX), and Tesla (NASDAQ: TSLA).

What could make Goodman so attractive heading into 2026 is its rapidly expanding data centre pipeline. As AI models and cloud services drive an explosion in global computing demand, Goodman is positioning itself as a critical landlord for hyperscalers around the world. These developments have the potential to become a major profit driver over the next decade.

The team at UBS recently put a buy rating and $36.41 price target on its shares.

Macquarie Group Ltd (ASX: MQG)

Another ASX share that could be a top buy is Macquarie. It has been going through a softer period but its diversified model, spanning asset management, banking, commodities, and infrastructure, leaves it well-placed for growth over the long term.

Especially given that when conditions improve, Macquarie usually rebounds harder and faster than peers. Its green energy, infrastructure, and private markets businesses are positioned for a major upswing as rates normalise and capital begins flowing more freely again.

At current levels, the long-term risk–reward looks very attractive for a business with a world-class management team and decades of wealth-creation history.

Ord Minnett has a buy rating and $255.00 price target on its shares.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne has had a rare pullback recently, falling meaningfully from its highs despite continuing its strong form.

The company continues to deliver double-digit recurring revenue growth and exceptional customer retention across government, education, and enterprise clients.

Very few ASX tech names offer this blend of stability, profitability, and long-term growth. With the broader tech sector under pressure, some high-quality names have been unfairly dragged lower and TechnologyOne is one of them. For patient investors, this kind of weakness often proves to be a golden opportunity.

Morgan Stanley has an overweight rating and $36.50 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 Amazon, Goodman Group, Macquarie Group, Technology One, and Tesla. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended FedEx. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Amazon, 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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