This seems like a great time to invest in ASX shares that can deliver long-term growth. When share prices go down, I think the potential to deliver strong returns increases for investors.
The US tariff situation has created a lot of uncertainty for what’s going to happen next with the global economy, inflation in the US and so on. I don’t know how this is going to play out, but I do see an opportunity for investing at lower prices.
Below are two investments on the ASX that look too good to miss.
Pinnacle Investment Management Group Ltd (ASX: PNI)
Pinnacle invests in funds management businesses to help them grow, while also offering various services to its ‘affiliates’ so they can focus on investing rather than compliance, fund administration, legal, distribution and client services, and more.
The sell-off of global markets has hurt share prices and this ASX share’s underlying funds under management (FUM). However, the Pinnacle share price has sunk 32% from 5 February 2025 – I think it has been oversold.
In the long-term, I believe the company’s excellent portfolio of affiliates can continue to attract new FUM and generally produce outperformance of their benchmarks (generating outperformance fees).
It could continue growing by adding new affiliates and focusing on different asset classes such as private equity, private credit and public credit.
I think this is a great time to invest in the ASX share.
VanEck Morningstar Wide Moat ETF (ASX: MOAT)
As an exchange-traded fund (ETF) focused entirely on US shares, this fund has been hit fairly hard by the worries about US companies and the US economy.
However, it’s not invested in random American companies, only the best ones at good prices.
It’s focused on quality US companies that investment research outfit Morningstar believes possess sustainable competitive advantages, or what’s described as wide economic moats. This means these businesses are expected to make impressive profits for many years to come.
The biggest positions in the portfolio include Huntington Ingalls Industries, Boeing, Allegion and Corteva.
The MOAT ETF only invests in these great businesses when they’re trading at attractive prices relative to Morningstar’s estimate of fair value. Meaning, they’re trading at an great value.
