We’re facing an uncertain market environment. A heavy surge in large-cap tech stocks in Q1 powered a 17% year-to-date gain in the NASDAQ index – but that boost came even despite the persistently high inflation, rising interest rates, and the failure of Silicon Valley Bank. In those circumstances, the tech giants were seen as a ‘fallout shelter,’ offering some protection for investors. At least one market expert, however, isn’t following this bullish line. Weighing in from Morgan Stanley, chief i