Hi Nectar - the comment you cited:
"Commodities are priced in US dollars and the US government, with quantitative, easing (is) devaluing the dollar," managing director Nicholas Mather told the conference.
"Commodities will become more valuable as the US dollar recovers."
Read an article today that US $ is starting its recovery. (Stronger trading last day or so) A weaker a$ will be good for us I think.