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."
Sherman also said investors should be pay attention to the bond market because it could be suggesting that energy could stay in a lower-for-longer cycle.
"It's not that I don't like energy, the fact is I just think it's going to be a prolonged kind of trading range for a while," Sherman said. "And what I mean by that, you look at the borrowing costs on energy names from the high-yield sector, and for the last couple of months while energy has traded sideways, these companies had to spend a lot more money borrowing debt."
Sherman said despite the pressure on the market, he would tell investors to "stick to a game plan" because the diversification efforts will ultimately show benefit.
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CORRECTION: Jeff Sherman, a portfolio manager at DoubleLine, is an investor. His job was misstated in a headline on an earlier version of this article.