While the commodities market is prone to ups and downs, one analyst says investing in this sector can pay off..
"In reality, [the commodity sector] is a part of an investor's asset allocation that can achieve diversification," said Jeff Sherman, a portfolio manager at DoubleLine.
Sherman told CNBC's "Fast Money: Halftime Report" on Thursday that agricultural stocks are attractive right now in this space.
"The reason for that is the pressure we've seen from the El Nino system and kind of forecasting a tougher winter — that tougher winter being from the standpoint of it's going to be a lot warmer, according to all the weather forecasts," Sherman said. "That puts pressure on the field and the fertility and ultimately it could have some disappointing crops in the next year."