# EDGAR Filing Document

**Accession Number:** 0001937926
**File Stem:** 0001171843-25-007962
**Filing Date:** 2025-12
**Character Count:** 14547
**Document Hash:** 58f492e96572419b4ce31b074c8f1653
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001171843-25-007962.hdr.sgml**: 20251216

**ACCESSION NUMBER**: 0001171843-25-007962

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 14

**CONFORMED PERIOD OF REPORT**: 20251216

**ITEM INFORMATION**: Other Events

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20251216

**DATE AS OF CHANGE**: 20251216

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Brookfield Asset Management Ltd.
- **CENTRAL INDEX KEY:** 0001937926
- **STANDARD INDUSTRIAL CLASSIFICATION:** INVESTMENT ADVICE [6282]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** A1
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-41563
- **FILM NUMBER:** 251573320

**BUSINESS ADDRESS:**
- **STREET 1:** BROOKFIELD PLACE
- **STREET 2:** 250 VESEY STREET, 15TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10281-0221
- **BUSINESS PHONE:** 416-363-9491

**MAIL ADDRESS:**
- **STREET 1:** BROOKFIELD PLACE
- **STREET 2:** 250 VESEY STREET, 15TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10281-0221

?xml version='1.0' encoding='ASCII'? Form 8-K

### UNITED STATES

### SECURITIES AND EXCHANGE COMMISSION

### Washington, D.C. 20549
_________________

### FORM 8-K
_________________

#### CURRENT REPORT

#### Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

#### Date of Report (Date of earliest event reported): December 16, 2025
_______________________________

#### Brookfield Asset Management Ltd.
(Exact name of registrant as specified in its charter)

_______________________________

---

| | | |
|:---|:---|:---|
| **British Columbia, Canada** | **001-41563** | **98-1702516** |
| (State or Other Jurisdiction of Incorporation) | (Commission File Number) | (I.R.S. Employer Identification No.) |

---

#### Brookfield Place, 250 Vesey Street, 15th Floor

#### New York, New York 10281-0221
(Address of Principal Executive Offices) (Zip Code)

(212) 417-7000

(Registrant's telephone number, including area code)

(Former name or former address, if changed since last report)

_______________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

---

| | | |
|:---|:---|:---|
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered |
| Class A Limited Voting Shares | BAM | New York Stock Exchange |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

**Item 8.01. Other Events.**

On December 16, 2025, the Registrant issued a press release, a copy of which is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

**Item 9.01. Financial Statements and Exhibits.**

(d) Exhibits

---

| | |
|:---|:---|
| **<u>Exhibit Number</u>** | **<u>Description</u>** |
| [99.1](exh_991.htm) | [Press Release dated December 16, 2025](exh_991.htm) |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

---

#### SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

---

| | | |
|:---|:---|:---|
|  | **Brookfield Asset Management Ltd.** | **Brookfield Asset Management Ltd.** |
| Date: December 16, 2025 | By: | <u>/s/ Kathy Sarpash&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</u> |
|  |  | Kathy Sarpash |
|  |  | Managing Director, Legal & Regulatory and Corporate Secretary |

---

## Exhibit 99.1

**EXHIBIT 99.1**

**Brookfield's 2026 Investment Outlook: A Defining Moment for Global Markets**

**The new winners are those that focus on fundamentals, creating one of the most defining investment periods in decades**

NEW YORK, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Brookfield today published its 2026 Investment Outlook, which highlights that the defining forces shaping the global economy are accelerating, creating one of the most significant investment periods in decades.

Bruce Flatt, Brookfield CEO, said: "Across our businesses, a consistent theme is emerging, and it is one we have adhered to for decades—disciplined transformation. We are in an era that rewards operational excellence, efficient capital recycling and a focus on the fundamentals. As we enter 2026, the opportunity for long-term, disciplined investors is great."

As global markets undergo rapid shifts driven by technology, industrial policy and rising energy needs, Brookfield continues to deploy disciplined capital into the real assets and essential services that underpin economic growth. Key investment themes for 2026 include:

**Infrastructure: The convergence of megatrends has us in a once-in-a-generation investment supercycle**

* The infrastructure supercycle continues, fueled by the converging megatrends of digitalization, decarbonization and deglobalization—structural forces whose foundations have only strengthened.

* Artificial intelligence and data sovereignty are driving explosive demand for digital infrastructure and compute capacity, which has had a domino effect in driving the needs for power and supporting infrastructure.

Sam Pollock, CEO, Infrastructure, said: "As AI, electrification and reindustrialization accelerate, infrastructure sits at the center of a once-in-a-generation investment supercycle. We're partnering with corporates and sovereigns to deliver the essential power, data and logistics networks that underpin global growth. With demand expanding faster than traditional systems can support, our scale and operating expertise position us to meet these needs with durable, long-term solutions."

**Renewable Power & Transition: Access to power is a strategic priority and will continue to be a defining factor for economic growth** 

* Global electricity demand is accelerating faster than supply, propelled by the combined forces of digitalization, electrification and industrialization.

* No single technology can meet future load needs alone. Meeting this unprecedented rise in demand needs an "any-and-all" approach, with a focus on: renewables—the lowest cost source of bulk power in most regions of the world—for its economic advantage and speed; battery storage for flexibility; nuclear for scale and reliability; and natural gas for stability.

Connor Teskey, CEO, Renewable Power and Transition and Brookfield Asset Management President, said: "Electricity is a strategic priority for both governments and corporates. Our focus is on scalable, reliable and clean power—taking an 'any-and-all' approach to energy includes significant amounts of new renewables, storage, nuclear and gas—to meet soaring demand and support a diversified, secure energy future. As power is the defining input for economic growth, we are building platforms that can deliver cost-effective energy at the pace industries now require."

**Private Equity: Tailwinds and megatrends will energize the industry after a challenging period** 

* Global buyouts activity is accelerating, fueled by normalizing interest rates, attractive asset values in aging portfolios and corporate rationalizations.

* Industrial companies requiring operational transformation will offer great opportunity as deglobalization and digitalization—led by the AI revolution—drive necessary productivity improvements.

Anuj Ranjan, CEO, Private Equity, said: "Value creation now requires operational excellence, not financial engineering. As value investors focused on operational transformation in essential industrials and business services, we see an incredible opportunity set today to support the rewiring and enhancement of these industries as we enter the next industrial revolution driven by AI and digital acceleration."

**Real Estate: 2026 will be the year investors shift into tactical mode and find even more attractive opportunities to invest** 

* Financing markets are normalizing, with renewed liquidity enabling price discovery and reactivating deal flow across major markets.

* In 2026, real estate investing will depend on selectivity and getting results from operational value creation as the asset class recovers.

Lowell Baron, CEO, Real Estate, said: "With liquidity returning and price discovery underway, 2026 will reward investors who are selective and operationally focused. We see compelling opportunities across our business, with diversified housing, logistics and hospitality leading the way due to long-term structural demand. By pairing disciplined underwriting with active asset management, we are positioning high-quality assets to outperform in the next phase of the cycle."

**Credit: Market fundamentals will remain robust as demand for financing increases**

* Private credit's growth is accelerating in areas such as infrastructure, real estate and asset-based finance, as the asset class continues to mature.

* We see the potential for return dispersion to rise as investment results could increasingly depend on borrower, sector, collateral and structural differentiation.

Craig Noble, CEO, Credit: "In an environment where capital is plentiful and spreads have tightened, disciplined underwriting anchored in credit fundamentals and risk management is more important than ever. We always prioritize high-quality borrowers and structures that deliver resilient income and downside protection. This disciplined framework enables us to deploy capital at scale where we see the most attractive investment opportunities across the credit markets."

---

| | |
|:---|:---|
| **Media:**<br>Rachel Wood<br>Tel: (980) 428-3539 <br>Email: rachel.wood@brookfield.com | **Investor Relations:**<br>Jason Fooks<br>Tel: (212) 417-2442<br>Email: jason.fooks@brookfield.com |
| John Hamlin<br>Tel: +44 204 557 4334<br>Email: john.hamlin@brookfield.com |  |

---

**About Brookfield Asset Management**

Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management across infrastructure, renewable power and transition, private equity, real estate, and credit. We invest client capital for the long term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield's heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles.

For more information, please visit www.brookfield.com.

**Notice to Readers**

*This news release contains "forward-looking statements" within the meaning of the U.S. Securities Act of 1933, the U.S. Securities Exchange Act of 1934, "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995 and "forward-looking information" within the meaning of other relevant securities legislation, including applicable securities laws in Canada, which reflect our current views with respect to, among other things, our operations and financial performance (collectively, "forward-looking statements"). Forward-looking statements include statements that are predictive in nature, depend upon or refer to future results, events or conditions, and include, but are not limited to, statements which reflect management's current estimates, beliefs and assumptions and which are in turn based on our experience and perception of historical trends, current conditions and expected future developments, as well as other factors management believes are appropriate in the circumstances. The estimates, beliefs and assumptions of Brookfield are inherently subject to significant business, economic, competitive and other uncertainties and contingencies regarding future events and as such, are subject to change. Forward-looking statements are typically identified by words such as "target", "anticipate", "believe", "foresee", "could", "estimate", "goal", "intend", "plan", "seek", "strive", "will", "may" and "should" and similar expressions. In particular, the forward-looking statements contained in this news release include statements referring to Brookfield's performance, and economic and market outlook, in 2026 and beyond.*

*Although Brookfield believes that such forward-looking statements are based upon reasonable estimates, beliefs and assumptions, certain factors, risks and uncertainties, which are described from time to time in our documents filed with the securities regulators in the United States and Canada, not presently known to Brookfield, or that Brookfield currently believes are not material, could cause actual results to differ materially from those contemplated or implied by forward-looking statements.* 

*Readers are urged to consider these risks, as well as other uncertainties, factors and assumptions carefully in evaluating the forward-looking statements and are cautioned not to place undue reliance on such forward-looking statements, which are based only on information available to us as of the date of this news release. Except as required by law, Brookfield undertakes no obligation to publicly update or revise any forward-looking statements, whether written or oral, that may be as a result of new information, future events or otherwise.*