There are a lot of earnings to digest this morning as investors await a policy decision from the U.S. Federal Reserve. Margie Patel, senior portfolio manager at Wells Fargo Asset Management, joins BNN Bloomberg to help set up the trading day. She likes some of the sectors that have lagged and have been left behind since spring, in contrast to the FAANGs which have moved ahead. In materials she likes specialty chemicals, in industrials, she likes capital goods, and in healthcare, she likes large biotech.