These ASX 200 shares could be no-brainer buys

Brokers see upside of 18% to 34% for these top stocks.

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Every so often, investors overcomplicate things. They look for perfect timing, hidden gems, or clever angles, whereas some of the best opportunities come from owning outstanding businesses that have already proven themselves.

Within the ASX 200, there are shares with long track records, clear demand drivers, and business models built to endure.

Here are two ASX 200 shares that stand out as no-brainer buys for long-term investors.

Goodman Group (ASX: GMG)

Goodman Group could be a no-brainer buy at current prices, especially given how it has quietly become one of the most strategically important property businesses on the ASX.

Its focus on industrial, logistics, and data centre assets places it directly behind long-term structural trends such as ecommerce, supply chain optimisation, and digital infrastructure growth. These are not short-term themes. They are reshaping how goods and data move around the world.

What makes Goodman particularly compelling is its ability to combine property ownership with development and funds management. This allows it to recycle capital, grow earnings, and expand globally without relying solely on rising property values. For investors, that creates a powerful mix of stability and growth potential.

Morgan Stanley is a big fan of the company and sees a lot of value in its shares. Its analysts currently have an overweight rating and $41.50 price target on them. Based on its current share price of $30.94, this implies potential upside of 34% for investors over the next 12 months.

Macquarie Group Ltd (ASX: MQG)

Another ASX 200 share that could be a no-brainer buy for Aussie investors is Macquarie Group.

Unlike traditional banks, Macquarie operates across asset management, infrastructure investment, commodities, and financial services. This diversification allows it to perform across different market environments and pivot as opportunities change.

A key strength is Macquarie's disciplined approach to risk and capital allocation. The group has shown a willingness to exit businesses when returns no longer stack up and redeploy capital into higher-quality opportunities. Over time, that mindset has helped it navigate volatility and continue growing shareholder value.

For investors seeking exposure to global markets and infrastructure through a well-managed ASX share, Macquarie stands out.

The team at Ord Minnett is feeling bullish about this ASX 200 share. Late last year, the broker upgraded Macquarie's shares to a buy rating with a $255.00 price target. Based on its current share price of $215.19, this suggests that upside of 18.5% is possible for investors between now and this time next year.

Motley Fool contributor James Mickleboro has positions in Goodman Group. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Goodman Group. 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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